Deep Enrich
Luke Scanlan, CFA
326 followers
Norfolk, Virginia, United States
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About me
Portfolio Manager at Clearstead Advisory Solutions
Education
London School of Economics and Political Science
2012 - 2013General Course EconomicsGeneral Course
Clark University
2010 - 2014Bachelor's degree Economics Cum Laude, Honors in Economics
Experience
Fidelity Investments
Jun 2014 - Jan 2022Fund Operations Analyst IV
Jun 2021 - Jan 2022Fund Operations Analyst III
Aug 2019 - Jun 2021Fund Operations Analyst II
Jan 2017 - Aug 2019Fund Operations Analyst
Jul 2015 - Jan 2017Financial Representative
Jun 2014 - Jul 2015
Wilbanks Smith & Thomas Asset Management
Jan 2022 - Aug 2022Trader/Research AnalystWilbanks Smith & Thomas Asset Management (acquired by Clearstead Advisors LLC, April 2024)
Aug 2022 - Apr 2024Portfolio Manager
Clearstead Advisory Solutions
Apr 2024 - nowPortfolio Manager
Licenses & Certifications
- View certificate
Chartered Financial Analyst® (CFA) Charterholder
CFA InstituteAug 2021
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