Deep Enrich
Pierce Swofford, CFP®
Analyst
829 followers
Denver, Colorado, United States
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About me
Sr. Director at Empower Personal Wealth
Education
University of Maryland - Robert H. Smith School of Business
-BS Finance
Experience
JP Morgan
Jan 2007 - Jan 2007Analyst
BNY Mellon
Jan 2008 - Jan 2015Portfolio Manager
Personal Capital
Jun 2015 - Feb 2023Director, Advisor Sales
Empower
Feb 2023 - nowSr. Director, Wealth Solutions
Licenses & Certifications
Certified Financial Planner (CFP)
CFP BoardDec 2020
Chartered Alternative Investment Analyst
CAIA AssociationSept 2014
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