Deep Enrich
Andrew Holthaus, CFA
544 followers
Cincinnati, Ohio, United States
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About me
Wealth Advisor
Education
College of Charleston
2006 - 2010Bachelor's degree Political Science and Government
Xavier University - Williams College of Business
2016 - 2018Master of Business Administration - MBA Finance, General
Experience
Fifth Third Bank
Jan 2011 - Nov 2024Supervised in the Consumer Contact Center; Business Analyst in the Consumer Contact Center
Portfolio Manager Team Lead
Jan 2023 - Nov 2024PCS Portfolio Manager
Feb 2018 - Jan 2023Product Analyst
Jul 2015 - Feb 2018Depositor Services Recon and Processing Manager
Jun 2014 - Jul 2015Operations Leadership Program Associate
Apr 2012 - Jun 2014Adjustment Specialist
Jan 2011 - Apr 2012
Bartlett Wealth Management
Nov 2024 - nowWealth Advisor
Licenses & Certifications
- View certificate
CFA Institute Charterholder
CFA InstituteOct 2024
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