Deep Enrich
Nicholas Zwerle
Administrative Intern
1000 followers
Greater Boston
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About me
CFP Candidate, Boston Institute of Finance
Education
Roger Williams University Mario J. Gabelli School of Business
2018 - 2022Bachelor of Science - BS FinanceMinor - Psychology
Bryant University
2023 - 2024CFP Program
Experience
Opportunity Insights
May 2017 - Jul 2017Administrative Intern
Roger Williams University Mario J. Gabelli School of Business
Jun 2021 - Aug 2021Equity Analyst
Primerica
Feb 2023 - Jun 2024District Leader
Cambridge Cape Cod Advisors
Sept 2023 - Oct 2023Financial Planning Intern
Versed Financial
Oct 2024 - Nov 2024Junior Accountant
Licenses & Certifications
Value Creation
Florida Atlantic UniversityOct 2023- View certificate
Environmental Social Governance
BloombergFeb 2023
- View certificate
Master Microsoft Excel
LinkedInFeb 2022 - View certificate
Bloomberg Market Concepts
BloombergJan 2023 - View certificate
Excel Essential Training (Office 365/Microsoft 365)
LinkedInFeb 2022 
Insurance, Life, Variable Life & Variable Annuities (MA/FL)
Florida Department of Financial ServicesJul 2023
Volunteer Experience
Volunteer
Issued by My Brother's Keeper on Nov 2018Associated with Nicholas ZwerleBaseball Coach
Issued by Oliver Ames High School on Feb 2021Associated with Nicholas ZwerleVolunteer
Issued by The Greater Boston Food Bank on Sept 2024Associated with Nicholas Zwerle
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