Deep Enrich
Jim Broderick, CFP®, APMA™, CRPS™
Intern
1000 followers
New York, New York, United States
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About me
Director of Investments
Education
Raritan High School
2001 - 2005
Caldwell University
2005 - 2009BS Finance& EconomicsActivities and Societies: Mens Soccer, St. Jude Foundation Caldwell Chapter, International Business Society
Experience
A.G. Edwards
May 2008 - Sept 2008InternThe Frommer Group (Hedgefundlive.com)
Jan 2010 - Jun 2010Junior Analyst/ Equities Trader
Ernst & Young
Jul 2010 - Dec 2010Tax Services
AMR Capital Trading
Jan 2011 - Jun 2012Trader
Northwestern Mutual
Jul 2012 - Apr 2022Investment Associate
Magnus Financial Group LLC
May 2022 - Mar 2023Director of Investment Research & TradingNorthwestern Mutual- Sound Financial Strategies
Mar 2023 - Jul 2024Director of Investment Research
DUPHINEY FINANCIAL NETWORK
Nov 2024 - nowDirector of Investments
Licenses & Certifications
Series 66 License
FINRANov 2012Series 7 License
FINRAJun 2011- View certificate
Accredited Portfolio Management Advisor™ and APMA™ Professional Designation
College for Financial PlanningMar 2016
- View certificate
Chartered Retirement Plans Specialist™ or CRPS™ Professional Designation
College for Financial PlanningOct 2024 - View certificate
CFP® (Certified Financial Planner)
CFP BoardDec 2017 
Enrolled Agent
Internal Revenue ServiceJan 2015
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