Deep Enrich
Simran Su, CFA
Investment Banking Summer Analyst
2000 followers
Boston, Massachusetts, United States
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About me
Managing Director, Client Group at Wellington Management
Education
Methacton High School
2001 - 2005
Penn State University
2005 - 2009B.S.
Experience
Lehman Brothers
May 2008 - Aug 2008Investment Banking Summer Analyst
Barclays
Jun 2009 - Sept 2012Investment Banking Analyst / Associate.webp)
Surveyor Capital (Citadel LLC)
Oct 2012 - May 2016Equity Investment Analyst
Wellington Management
Jun 2016 - nowManaging Director & Relationship Manager, Client Group
Licenses & Certifications
Chartered Financial Analyst (CFA)
Sept 2015
Series 3
FINRAMar 2019- View certificate
Asian Executive Leadership Program
McKinsey & CompanyDec 2024
Series 63
FINRAAug 2019Series 7
FINRAAug 2019
Volunteer Experience
Advisory Board Member
Issued by Limitless Horizons Ixil on Mar 2020
Associated with Simran Su, CFA
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