Deep Enrich
Joe St. Onge, CFA
Professional Development Administrative Assistant
881 followers
New York City Metropolitan Area
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About me
Institutional Consulting | Morgan Stanley Wealth Management | Graystone Consulting
Education
Fordham Preparatory School
2003 - 2007High School Diploma
Loyola University Maryland
2007 - 2011B.B.A Marketing
Experience
Cleary Gottlieb Steen & Hamilton LLP
Dec 2013 - Apr 2016Professional Development Administrative Assistant
UBS
Apr 2016 - Mar 2021Senior Wealth Strategy Associate
Jan 2018 - Mar 2021Wealth Strategy Associate
May 2017 - Jan 2018Client Associate
Apr 2016 - Apr 2017
Morgan Stanley
Mar 2021 - nowAssociate Director of Investments
Licenses & Certifications
- View certificate
CFA Institute Charterholder
CFA InstituteAug 2024
- View certificate
Chartered Financial Analyst (CFA)
CFA InstituteApr 2020
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