Deep Enrich
Richard malinowski, awma™, cpfa™, crpc™
512 followersTimeline
About me
Financial Advisor
Education
University of south carolina
2009 - 2012Bachelor's degree
Hampden-sydney college
2008 - 2009
Experience
Merrill lynch wealth management
Aug 2014 - nowFinancial Advisor
Oct 2024 - nowMerrill Financial Solutions Advisor
Oct 2022 - Oct 2024Financial Solutions Advisor
Sept 2019 - Sept 2022Finanical Solutions Advisor
Aug 2018 - Sept 2019Enterprise Relationship Specialist
Jul 2017 - Aug 2018Investment Specialist
Sept 2016 - Jul 2017Dedicated Field Support
Aug 2014 - Sept 2016
Licenses & Certifications
Certified plan fiduciary advisor
Napa national association of plan advisorsNov 2024
Chartered retirement planning counselor
College for financial planningFeb 2018
Retirement accredited financial advisor
Merrill lynch internalDec 2024Personal investment advisor
Merrill lynch internalSept 2022
Accredited wealth management advisor
College for financial planningDec 2024
Languages
- enEnglish
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...