Deep Enrich
Zachary W.
Wealth Management Intern
1000 followers
Miami, Florida, United States
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About me
Mergers & Acquistions
Education
Rye High School
2009 - 2013High School Diploma
College of Charleston
2013 - 2018Bachelor of Science - BS FinanceActivities and Societies: Sigma Alpha Epsilon Minor in Economics
Experience
UBS
Jan 2014 - Apr 2014Wealth Management Intern
Small Business Advisory Alliance (Non-Profit)
Feb 2015 - May 2015Research Analyst Intern
Collaberex LLC
Feb 2015 - May 2015Marketing Operations Intern
Westchester Angels
Feb 2016 - May 2016Research Analyst Intern
BayernLB
Mar 2017 - May 2017Asset Liability Management Intern
Roundhill Investments
Oct 2018 - Dec 2018Index Research Analyst
Morgan Stanley
Jan 2019 - Apr 2021Operations AssociateSelf-employed
May 2021 - Apr 2022Day TraderWestchester Angels
May 2022 - Jan 2023Angel Investing Analyst
ReSource Pro
Jan 2023 - nowLead Analyst, Mergers & Acquistions
Licenses & Certifications
Bloomberg Market Concepts Certificate
BloombergDec 2018- View certificate
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FMI Foundations in Financial Modeling
Financial Modeling Institute (FMI)Oct 2022
Volunteer Experience
Volunteer
Issued by Financial Planning Association on Mar 2012Associated with Zachary W.
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