Deep Enrich
Alexis Mims
Wealth Management Intern
411 followers
New York City Metropolitan Area
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About me
Internal Investment Consultant at BNY Mellon
Education
Lehigh University - College of Business and Economics
2015 - 2018Bachelor of Science - BS FinanceActivities and Societies: President of Lehigh University Marketing Club Women in Business, American Marketing Association
University of Georgia - Terry College of Business
2014 - 2015Economics
Experience
Ibex Wealth Advisors
May 2016 - Aug 2016Wealth Management Intern
Little Words Project
May 2017 - Oct 2017Business Development Intern
Axio Financial LLC
Oct 2018 - Oct 2020Analyst
BNY Mellon
Jul 2021 - nowInternal Wholesaler
Licenses & Certifications
Series 63
FINRAOct 2021
Office2019: Microsoft Office Specialist: Excel Associate
MicrosoftSeries 7
FINRASept 2021
Bloomberg Market Concepts Certification
Bloomberg LP
Volunteer Experience
Fundraiser
Issued by Memorial Sloan Kettering Cancer Center on Jan 2019
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