Deep Enrich
Allison Kipke
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Greater Boston
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About me
Manager, Asset & Wealth Management Consulting - North America
Education
Connecticut College
-Bachelor's degree Economics
Experience
.webp)
SPDR Exchange Traded Funds (ETFs)
Jun 2016 - Jul 2018Principal
Feb 2017 - Jul 2018Internal Sales
Jun 2016 - Feb 2017
FactSet
Aug 2018 - Mar 2022Consultant
Merrill Lynch
Aug 2018 - Mar 2022Consultant
Alpha FMC
Mar 2022 - nowManager, Asset & Wealth Management Consulting - North America
Sept 2023 - nowConsultant, Asset & Wealth Management Consulting - North America
Mar 2022 - Sept 2023
Licenses & Certifications
Series 66
Series 7
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