Deep Enrich
Alan Birsinger
Sr. Financial Analyst
3000 followers
Greater Houston
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About me
Financial Advisor - My goal is to help clients experience purpose and confidence with their investments.
Education
Dobie
-
University of Houston-Clear Lake
-Bachelor of Science Finance, GeneralUniversity of Houston-Clear Lake
-Master of Science - MS FinanceUniversity of Houston-Clear Lake
1998 - 1999Masters of Science Finance
Experience
Boeing
Mar 1989 - Jun 1997Sr. Financial Analyst
HP
Apr 1997 - Jun 2000Financial Analyst - Specialist
Invesco US
Jun 2000 - Jan 2021Sr Manager, Finance
Wealth Design Group
Mar 2021 - nowFinancial AdvisorHelping companies and individuals protect and maximize their income.
Wealth Management Group, Inc.
Aug 2023 - nowFinancial Advisor
Licenses & Certifications
Series 65
NASAA
Life and Health
Texas Department of Insurance
Series 6
FINRASeries 63
FINRA
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