Deep Enrich
Roger Trinwith, CFA
Investment Risk Manager
1000 followers
Los Angeles Metropolitan Area
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About me
Senior Vice President | Client Advisor at Neuberger Berman
Education
California State University-Fullerton
-BA Business Administration- Finance
Experience
Index Funds Advisors, Inc.
Feb 2008 - Aug 2013Investment Risk Manager
UBS
Sept 2013 - Dec 2015Senior Wealth Strategy Associate
Dimensional Fund Advisors
Dec 2015 - Oct 2024Regional Director
Jan 2018 - Oct 2024Senior Associate
Dec 2015 - Dec 2017
Neuberger Berman
Oct 2024 - nowSenior Vice President
Licenses & Certifications
CFA Charterholder
CFA Institute
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