Deep Enrich
Matt Welling, CFA
Equity Research Intern
2000 followers
United States
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About me
Senior Director at Barings | Institutional Investment Management Professional
Education
The Wharton School
-MBA Finance, Real Estate
Brigham Young University
-BS Business Management, Finance
Experience
Alta Capital Management
Apr 2005 - Aug 2005Equity Research Intern
BYU Global Financial Advisors
Jan 2006 - Apr 2006Equity Research Intern
Citi
May 2006 - Jun 2008Credit Analyst / Credit ManagerCredit Analysis, Portfolio Management and Underwriting Debt
PIMCO
Jun 2008 - Jun 2012Senior AssociateInstitutional Client Management
Bank of America Merrill Lynch
Jun 2013 - Aug 2013Summer Associate, Investment BankingFinancial Institutions Group (FIG) Investment Banking, Asset Management and FinTech
Bank of America Merrill Lynch
Jun 2014 - Aug 2015Associate, Global Principal Investments (Venture Capital)Invested in early-stage technology companies, particularly fintech startups
Wasatch Global Investors
Aug 2015 - Mar 2021Vice President
Axiom Investors
Mar 2021 - Apr 2023Director, Client Partnerships
Barings
Apr 2024 - nowSenior Director, Global Business Development Group
Licenses & Certifications
Series 63
FINRA.webp)
Series 7
Financial Industry Regulatory Authority (FINRA)- View certificate
Chartered Financial Analyst (CFA) charterholder
CFA Institute
Volunteer Experience
Board Member
Issued by Young Investors Society on Jul 2018
Associated with Matt Welling, CFA
Languages
- spSpanish
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