Deep Enrich
James Ricci
Waiter
784 followers
Boston, Massachusetts, United States
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About me
Internal Consultant at Eaton Vance/Morgan Stanley
Education
Mansfield High School
2015 - 2019
Roger Williams University
2019 - 2023Bachelor's degree Finance, General
Experience
Jake n JOES Sport Grille
May 2018 - Feb 2022Waiter
Fidelity Investments
May 2022 - Sept 2022Customer Relationship Advocate
Roger Williams University Mario J. Gabelli School of Business
Aug 2022 - May 2023Portfolio Manager
Jan 2023 - May 2023Equity Analyst
Aug 2022 - Jan 2023
Morgan Stanley
Jun 2023 - nowInternal Consultant
Licenses & Certifications
Leader
The National Society of Leadership and Success- View certificate
CFA Program Level I
CFA InstituteApr 2025
Series 63- Uniform Securities Agent State Law Exam
NASAAAug 2022
Series 7- General Securities Representative Exam
FINRAAug 2022Securities Industry Essentials (SIE) Exam
FINRAJul 2022
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