Deep Enrich
Heidi Reyes
Senior Registered Client Service Associate
251 followers
Denver, Colorado, United States
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About me
Team Business Manager, Corrado-Harrison & Associates
Education
Pueblo South High School
1990 - 1994
Bryant University
2022 - 2022CFP Certified Financial Planner
Colorado State University-Global Campus
2017 - 2021Bachelor of Business Administration - BBA Organizational Leadership
Experience
UBS
May 2005 - Apr 2017Senior Registered Client Service Associate
Resolute Independent Advisors
Apr 2017 - Jun 2021Resolute Investment Advisors, LLC (RIA) is an independent-minded financial advisory practice dedicated to serving sophisticated, high-net-worth families in a fiduciary relationship. With more than 100 years of experience in the industry, RIA guides approximately 750 families nationwide in the areas of investment and financial management.
Senior Wealth Strategist
Apr 2017 - Jun 2021Senior Wealth Strategist
Apr 2017 - Jun 2021
CourseMark
Jun 2021 - Jan 2023Director Of Operations and Client ServicesUBS
Jan 2023 - nowTeam Business Manager, Corrado-Harrison & Associates
Licenses & Certifications
- View certificate
UBS Financial Services Inc. Important Notices
Investment Advisor/Representative
U.S. Securities and Exchange CommissionSecurities Broker
U.S. Securities and Exchange Commission
Insurance Agent, Accident, Health, Life, Variable Life & Variable Annuities
State of Colorado
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