Deep Enrich
Alfred Zhou, CFA
Financial Advisor
2000 followers
New York City Metropolitan Area
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About me
Associate Portfolio Manager
Education
Fordham University
2015 - 2017Master's Degree
Dalian University of Technology
2011 - 2015Bachelor's Degree
Experience
Merrill Lynch Wealth Management
Sept 2019 - Sept 2021Financial Advisor
Bank of America Private Bank
Sept 2021 - Nov 2022Portfolio Management Senior Associate
City National Rochdale
Nov 2022 - nowAssociate Portfolio Manager
Licenses & Certifications
Chartered Financial Analyst
CFA InstituteFeb 2020
Languages
- enEnglish
- maMandarin
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