Deep Enrich
Ryan Carney
Associate Trader
120 followers
Naples, Florida, United States
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About me
Director of Operations & Compliance at Capital Wealth Planning, LLC
Education
Florida Gulf Coast University
2012 - 2015Bachelor of Science (B.S.) Finance
Experience
Capital Wealth Planning Investment Advisors, LLC
Sept 2013 - Sept 2017Associate Trader
Wells Fargo
Sept 2017 - May 2019Investment Management Specialist
Capital Wealth Planning, LLC
May 2019 - nowDirector of Operations & Compliance
Jul 2023 - nowDirector of Compliance & Analytics
Apr 2023 - Jul 2023Assistant Director of Compliance & Analytics
May 2019 - Apr 2023
Licenses & Certifications
Series 65
NASAAOct 2015
Investment Adviser Certified Compliance Professional
NRS, a COMPLY companyMar 2023
Languages
- enEnglish
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