Deep Enrich
Katie Wham, CFA
Business Development and Performance Analyst
679 followers
Seattle, Washington, United States
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About me
Wealth Manager and Research Analyst at Badgley Phelps Wealth Managers
Education
DePauw University
2003 - 2007BA Economics
Experience
Touchstone Investments
Jun 2007 - Mar 2009Business Development and Performance Analyst
Rainier Investment Management
Mar 2009 - Sept 2017Equity Research Analyst
Apr 2014 - Sept 2017Research Associate, Portfolio Management
Mar 2010 - Apr 2014Product Specialist, Marketing Associate
Mar 2009 - Mar 2010
Badgley Phelps Wealth Managers
Sept 2017 - nowWealth Manager and Research Analyst
Jan 2022 - nowAssociate Wealth Manager and Research Analyst
Dec 2018 - nowResearch Analyst
Sept 2017 - now
Licenses & Certifications
- View certificate
10-Year Professional Learning Milestone
CFA InstituteDec 2023
Chartered Financial Analyst
CFA InstituteAug 2014- View certificate
CFA Institute Charterholder
CFA InstituteJan 2014 - View certificate
Certified Wealth Confidant
Wealth ConfidantMar 2021
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