Deep Enrich
Jackson Watson, CFA, CFP®
Head of Tennis
807 followers
Salt Lake City, Utah, United States
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About me
Senior Wealth Advisor at Albion Financial Group
Education
Deerfield Academy
2013 - 2015
Middlebury College
2015 - 2019Bachelors Economics
Experience
Lotus Lake Camp
Jun 2011 - Aug 2016Head of TennisCenterPoint Financial
May 2017 - Aug 2017Summer Analyst
Heritage Financial Services, LLC
May 2018 - Aug 2018Summer AnalystHeritage Financial Services, LLC
Aug 2019 - Jan 2025Work with high net worth clients to help them achieve their financial goals
Senior Wealth Advisor
May 2024 - Jan 2025Wealth Advisor
Jan 2022 - May 2024Paraplanner
Aug 2019 - Jan 2022
Albion Financial Group
Jan 2025 - nowSenior Wealth AdvisorFinancial PlanningRelationship ManagementClient ServicePortfolio ManagementBusiness Development
Licenses & Certifications
- View certificate
CFA Institute Charterholder
CFA InstituteAug 2024
Certified Financial Planner (CFP)
CFP BoardAug 2021- View certificate
Chartered Financial Analyst (CFA)
CFA Society BostonApr 2024
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