Deep Enrich
Adil Lalljee
673 followers
Austin, Texas, United States
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About me
Merrill Financial Solutions Advisor | Private Wealth & Portfolio Manager
Education
Management Development Institute of Singapore
2012 - 2016BSc. (Hons) International Business & Management (awarded by University of Bradford, UK)
National University of Singapore
2021 - 2022Master of Business Administration - MBA specialization in finance
Experience
Prep Zone Academy™
Jun 2016 - Jun 2020Head of AP Product Development & Assistant Manager (Sales)
May 2018 - Jun 2020Head of Operations
Nov 2017 - Apr 2018Operations Executive
Jun 2016 - Oct 2017
ViSenze
May 2021 - Jul 2021Strategy Consultant
Call Levels
Aug 2021 - Jan 2022Banking & Fintech - Business Development & Partnerships
Equitable Advisors
Feb 2023 - Jun 2024Senior Financial Advisor / Portfolio Manager
Feb 2024 - Jun 2024Financial Advisor
Feb 2023 - Jan 2024
Merrill Lynch
Aug 2024 - nowMerrill Financial Solutions Advisor
Licenses & Certifications
Series 65
FINRAMay 2023Series 63
FINRAApr 2023Securities Industry Essentials (SIE)
FINRADec 2022Series 7
FINRAFeb 2023
Volunteer Experience
Freemasonry / Shriners International / Scottish Rite
Issued by member on Jul 2019Associated with Adil Lalljee
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