Deep Enrich
Michelle Lee
76 followers
St Petersburg, Florida, United States
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About me
Client Centred Planning at RMM
Education
University of Cambridge
2020 - 2021Master of Philosophy - MPhil HISTORY
New College of Florida
2016 - 2019Bachelor's degree Political Science and Government
Experience
Retirement Money Management
Sept 2021 - nowParaplanner
Jan 2024 - nowClient Care Coordinator
Sept 2021 - Dec 2023
Licenses & Certifications
Series 7
NASAAJan 2024Securities Industry Essentials (SIE)
NASAASept 2023Series 66
NASAAJan 2024
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