Deep Enrich
Emily Phelps, CFA
Activity Team
359 followers
Cedar Rapids, Iowa, United States
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About me
Tactical Portfolio Manager at Aegon Asset Management
Education
University of Iowa - Henry B. Tippie College of Business
2014 - 2018Bachelor of Business Administration - BBA FinanceActivities and Societies: Minor: Political Science, Krause Fund, Tippie International Buddies, Women in Business
Experience
Cedar Rapids Kernels
Apr 2014 - Aug 2016Activity TeamChoose and supervise children to participate in on-field activities, participate in social media advertising, and work with other members of the activity team to organize on-field activities and promotions.
Mathnasium - The Math Learning Center
Sept 2015 - May 2018Lead InstructorAssist up to 12 children at a time with provided math problems ranging in skill level from grades K-12, collaborate with instructing team to provide multiple voices and methods to students, and report to center director to help set goals for student’s comprehension of math.
Aegon Asset Management
Nov 2016 - Aug 2018Trading Assistant Intern
Walt Disney World
Aug 2018 - Jan 2019Merchandise Cast MemberAegon Asset Management
Apr 2019 - nowTactical Portfolio Manager
Aug 2022 - nowPortfolio Analyst
Jun 2021 - Aug 2022Rotational Investment Analyst
Apr 2019 - Jun 2021
Licenses & Certifications
Chartered Financial Analyst (CFA)
CFA InstituteSept 2022
Volunteer Experience
Coordinator of Volunteers
Issued by Invest in Girls (A Program of CEE)
Associated with Emily Phelps, CFASchool Buddy
Issued by Big Brothers Big Sisters of America on Mar 2015Associated with Emily Phelps, CFA
Languages
- enEnglish
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