Deep Enrich
Graham Parsons
Counselor/Manager
992 followers
Los Angeles County, California, United States
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About me
Senior Wealth Strategy Associate - UBS Private Wealth Management
Education
Dickinson College
2012 - 2016Bachelor of Arts (B.A.) International Business and Management SeniorActivities and Societies: Dickinson Men's Lacrosse Team - Co-captain 2015-2016
Experience
Darien Ymca
Jan 2009 - Jan 2013Counselor/Manager
Reed Exhibitions US
May 2012 - Jun 2012Marketing and Sales Intern
Laureate Online Education
Jun 2015 - Aug 2015Digital Marketing Intern
UBS
Nov 2016 - nowAssociate Director Associate Director Associate Director Authorized Officer
Senior Wealth Strategy Associate
Aug 2024 - nowAssistant Market Head - West Coast Private Wealth Management
Dec 2021 - Jul 2024Field Partnership Manager
Feb 2020 - Nov 2021Field Partnership Analyst
Nov 2018 - Jan 2020Financial Advisor
Jul 2017 - Oct 2018Training Financial Advisor
Nov 2016 - Jun 2017
Licenses & Certifications
**Registered States** AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
FINRA
Volunteer Experience
Team Aide
Issued by Special Olympics Stamford CT on May 2010
Associated with Graham ParsonsVolunteer
Issued by Dickinson Men’s Lacrosse American Red Cross Fundraiser, Carlisle, PA on Oct 2013Associated with Graham ParsonsVolunteer
Issued by Habitat for Humanity West Virginia on Jan 2014Associated with Graham ParsonsTutor
Issued by Silvia Catallini High School on Oct 2014Associated with Graham ParsonsMentor
Issued by Dickinson College, L.E.A.D. (Learn. Empower. Act. Define.) on Sept 2013Associated with Graham Parsons
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