Deep Enrich
Jonathan Finlay
Finance Assistant
1000 followers
Washington DC-Baltimore Area
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About me
Balance & Control
Education
Towson University
-Bachelor's degree Finance, GeneralActivities and Societies: Sigma Alpha Mu Fraternity
Experience
ALTA IT Services, LLC
Jan 2016 - Jan 2016Finance Assistant
Self-employed
Jan 2017 - Jan 2023Equity Day Trader
Phoenix Private Wealth
Mar 2019 - Dec 2020Financial ConsultantPhoenix Private Wealth is a DBA of Equitable
Equitable Advisors
Mar 2019 - Dec 2020Financial Consultant
ID Dataweb
Jan 2024 - Nov 2024Enterprise Development Rep
Morgan Stanley
Mar 2025 - nowCapital Markets Core Processing and Risk Associate
Licenses & Certifications
Maryland, Life and Health Insurance
State of MarylandJan 2019
Series 66 - Uniform Combined State Law
FINRAMay 2019.webp)
Series 7 - General Securities Representative Exam
FINRA (Financial Industry Regulatory Authority)Mar 2019Securities Industry Essentials Exam
FINRA (Financial Industry Regulatory Authority)Feb 2019
Volunteer Experience
Volunteer
Issued by Sigma Alpha Mu Fraternity on Jan 2014Associated with Jonathan Finlay
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