Deep Enrich
Crystal Tran
Investor Service Intern
396 followers
Fort Worth, Texas, United States
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About me
Vice President at Citi | MS in Business Analytics
Education
The University of Texas at Arlington - College of Business
2014 - 2017Bachelor's degree Finance, GeneralActivities and Societies: Alpha Phi Omega Delta Sigma Pi
The University of Texas at Arlington - College of Business
2019 - 2022Master of Science - MS Business Analytics
Experience
TD Ameritrade
Aug 2016 - Nov 2016Investor Service InternAssisted verified clients with modifying their account detailsTested investing strategies learned in market talks to paper trading accountsCreated project with fellow interns to increase net advocacy score and CSI
Fidelity Investments
Jun 2017 - May 2018Financial Associate - Defined ContributionsAnswered at least 75 calls/day for participants regarding money movement options on 401kResponded to customer inquiries while adhering to company policies and proceduresEducated participants on available account activity per plan sponsor rules and IRS guidelines
Goldman Sachs
May 2018 - Jun 2024Global Banking and Markets Vice President
Jan 2024 - Jun 2024Global Markets Associate
Jan 2022 - Jan 2024Global Markets Analyst
Nov 2020 - Dec 2021Corporate and Workplace Solutions Analyst
May 2018 - Nov 2020
Citi
Jun 2024 - nowVice President
Licenses & Certifications
- View certificate
Alteryx Designer Core Certification
AlteryxOct 2022
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