Deep Enrich
James Roberts
Senior Director
14 followers
Camarillo, California, United States
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About me
Senior Managing Director, Financial Advisor
Education
University of California Los Angeles Extension
1999 - 2006Attended no Degree ConferredLos Angeles Valley College
1990 - 1992Attended no Degree ConferredReseda High School
1984 - 1988High School Diploma/GED
Experience
Ridgeline Private Wealth Management
Apr 2022 - nowSenior Director
Licenses & Certifications
Certified Plan Fiduciary Advisor
NAPA National Association of Plan AdvisorsDec 2019Retirement Accredited Financial Advisor
Merrill Lynch InternalDec 2019Personal Investment Advisor
Merrill Lynch InternalMar 2014
Languages
- enEnglish
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