Deep Enrich
Cameron Jensen, CFP®, MBA
Brokerage Services Representative & Trader
2000 followers
Houston, Texas, United States
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About me
Husband, Father, Vice President, Branch Leader at Fidelity Investments. (Wealth Management) Always looking for GREAT people! DM me!
Education
Portland State University
2008 - 2012Bachelor of Arts - BA HISTORYPortland State University
2008 - 2012Bachelor of Arts - BA SOCIAL SCIENCES
University of Utah - David Eccles School of Business
2018 - 2020Executive MBA
Experience
Fidelity Investments
Aug 1999 - Apr 2002Brokerage Services Representative & TraderFidelity Investments
Sept 2004 - Mar 2008Investments rep, Financial Planning Consultant & Regional Consultant
Jul 2006 - Mar 2008Financial & Investments Representative
Sept 2004 - Jul 2006
Fidelity Investments
Apr 2009 - nowVice President, Branch Leader
Aug 2021 - nowVP, Regional Planning Consultant
May 2016 - Aug 2021Branch Planning Consultant
Nov 2013 - May 2016Private Client Specialist, Investments Representative & Account Executive
Apr 2009 - Nov 2013
Licenses & Certifications
- View certificate
CERTIFIED FINANCIAL PLANNER™ Professional
CFP BoardNov 2017
Languages
- jaJapanese
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