Deep Enrich
Alyssa Kaiser, CFP®
Summer Intern
625 followers
New York City Metropolitan Area
Connect with Alyssa Kaiser, CFP® to Send Message
Connect
Connect with Alyssa Kaiser, CFP® to Send Message
ConnectTimeline
About me
Vice President, Wealth Strategy at NewEdge Wealth
Education
University of Florida
2013 - 2016Bachelor of Science in Business Administration (BSBA)- FinanceActivities and Societies: Honors Program, Delta Gamma Sorority
University of Florida
2015 - 2017Master of Science in Finance
Experience
Torchlight Investors
Jun 2015 - Jul 2015Summer InternIntern within the Distressed Debt group.
UBS
Jun 2016 - Aug 2016Summer Graduate Talent Program AnalystIntern within the Global Partnerships group.
UBS
Aug 2017 - Jan 2022Senior Wealth Strategy Associate on the Gouraige Kaplan Ravinet Team.www.ubs.com/team/gkr Analyst within a two year rotational program throughout UBS Wealth Management's Home Office.
Senior Wealth Strategy Associate
Aug 2019 - Jan 2022Graduate Talent Program Analyst
Aug 2017 - Aug 2019
NewEdge Wealth
Jan 2022 - nowVice President, Wealth Strategy
Jan 2023 - nowAssociate, Wealth Strategy
Jan 2022 - Jan 2023
Licenses & Certifications
**Registered States** CA, CO, CT, DC, DE, FL, GA, ID, IL, IN, KS, KY, MA, MD, MI, MN, MO, MT, NH, NJ, NY, OH, OK, PA, PR, RI, TN, TX, UT, VA, WA, WI, WY
FINRA
Certified Financial Planner™
CFP BoardJul 2019Series 66
FINRASept 2017.webp)
Series 7
Financial Industry Regulatory Authority (FINRA)Aug 2017
Volunteer Experience
Volunteer Tax Preparer
Issued by United Way of North Central Florida on Feb 2014
Associated with Alyssa Kaiser, CFP®
Recommendations
Solomon oduniyi
Software Engineer (Android POS/Mobile)Lagos, Lagos State, Nigeria
Tymoteusz turlej
Adiunkt w AGH University of Science and TechnologyCracow Metropolitan Area
Roger smith cert cii
Senior Account Manager at NFU MutualLincolnshire, England, United Kingdom
Jennifer miller
Senior Manager/ Special Events Manager/ Customer Service ManagerKitchener, Ontario, Canada
Charles midega
Executive Director at Poverty and Health Integrated Solutions (PHIS)Kenya
Emmanuel cornet
Chief Operating Officer chez COLASGreater Paris Metropolitan Region.webp)
Fikayo olaosebikan (aat, bsc, aca,mba)
Assistant Audit Manager at Grant Thornton UK LLPNigeria
John losego
Telecommunication Administrator at Knox Community HospitalCenterburg, Ohio, United States
Vilma sinkevičienė
Business Development Manager at RASEINIŲ KREDITO UNIJA - KREDALithuania
Abdelrahman abushouk, md, fesc
Resident Physician - Internal Medicine at Yale. A former Research Fellow at Harvard Medical School a...New Haven, Connecticut, United States
Aline silveira
Product Manager | Product Owner | Product Manager Specialis | Data DrivenBrazil
Mike adekaa
Client Development Manager at Apex Consultants.Markurdi, Benue State, Nigeria
Lupita quevedo
Account Director en Worldpanel by KantarCuautitlán Izcalli, México, Mexico
Rashi grover
Consultant at the World BankSouth Delhi, Delhi, India
Oluwaseun oni-adimabua
Public Health Manager| Visionary Research| Care Giver| Biochemist|A Tech-savvy Virtual AssistantLiverpool, England, United Kingdom
Eduardo piñar
"Cybersecurity Analyst N1 | Child and Youth Cybersecurity Disseminator | Founder & CEO of the ""Escuel..."Spain
Shivank tomar
NSUT B.Tech IT | ex Intern at Blueberry | Software DeveloperDelhi, India
Aurélie bargy
Happiness Manager / Serious Games pour Cohésion d'équipeAngers, Pays de la Loire, France
Janet kalu
Software Engineer | Application Support | Implementation Engineer | Java | Python | SQL | Linux ...Lagos Island, Lagos State, Nigeria
Lili wan
Pharmacology Student @ UCSB | Pharm Tech @ CVS HealthFremont, California, United States
...