Deep Enrich
Tyler Horgan
Private Wealth Management Summer Intern
1000 followers
Manhattan Beach, California, United States
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About me
Associate at JPMorgan Private Bank
Education
USC Marshall School of Business
2018 - 2021Bachelor of Business Administration - BBAActivities and Societies: Finance Concentration Marshall Real Estate Finance Association Lambda Chi Alpha - Zeta Delta Chapter
Chapman University
2017 - 2018FreshmanActivities and Societies: Men's Varsity Basketball
Experience
Raymond James
May 2018 - Aug 2018Private Wealth Management Summer InternRaymond James
May 2019 - Dec 2021Private Wealth Management Intern
J.P. Morgan
Feb 2022 - nowPrivate Bank Associate
Jun 2024 - nowPrivate Bank Analyst
Feb 2022 - Jun 2024
Licenses & Certifications
Series 66
FINRAApr 2022Series 7
FINRAMar 2022SIE
FINRAJan 2022
Passed Level 1 CFA Exam
CFA InstituteMay 2023
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