Deep Enrich
Lydia Holiat
Portfolio Manager
1000 followers
Wayne, Pennsylvania, United States
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About me
Vice President & Portfolio Manager
Education
Villanova University
2015 - 2017Executive MBA
Lehigh University - College of Business and Economics
1998 - 2002Bachelor of Science (BS) Finance, GeneralActivities and Societies: Crew, Gryphon, Orchestra, Global Union
Experience
The Haverford Trust Company
May 2011 - nowPortfolio ManagerHelp successful individuals and families achieve preservation of capital, growth of assets and income.
Licenses & Certifications
Series 63
Series 66
Series 7
Volunteer Experience
Board member
Issued by Greater Philadelphia Hispanic Chamber of Commerce on Jan 2015Associated with Lydia HoliatTreasurer
Issued by Philadelphia Hospitality, Inc. on Jan 2012Associated with Lydia Holiat
Languages
- spSpanish
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