Deep Enrich
José Abrams, CFP®, MBA
Finance Trainee
149 followers
Manati, Puerto Rico
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About me
•Planificación Financiera •Manejo de Riesgos •Planes de Retiro •Asesoría Financiera para Individuos y Corporaciones
Education
University of Puerto Rico-Mayaguez
2014 - 2019Bachelor of Business Administration - BBA MarketingUniversity of Puerto Rico-Mayaguez
2019 - 2022Master of Business Administration - MBA Finance and Financial Management Services A
Experience
Quiñones Financial Group
Oct 2020 - nowFinance Trainee•Planificacion Financiera•Manejo de Riesgos•Estructuras de negocios
Benitez Insurance
Oct 2020 - nowRepresentante Autorizado de Seguros
Licenses & Certifications
Disability Insurance License
National Insurance Producer RegistrySept 2020- View certificate
Series 65
FINRAJan 2025
- View certificate
Digital Marketing Certificate
Google Digital GarageJun 2020 Securities Industry Essentials (SIE)
FINRAOct 2022
Microsoft Office Specialist: Microsoft Excel 2016
University of Puerto Rico-MayaguezSept 2019- View certificate
Series 7
FINRAJul 2025 - View certificate
Envestnet Institute On Campus
Envestnet, IncAug 2023 
EMoney Fundamentals Certification
EMoney AdvisorAug 2022Life and Health Insurance License
National Insurance Producer RegistrySept 2020- View certificate
CERTIFIED FINANCIAL PLANNER® Professional
CFP BoardDec 2024
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