Deep Enrich
Roger trinwith, cfa
916 followersTimeline
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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