Deep Enrich
Joseph Guidish, MSF, CAIA
Intern
1000 followers
Atlanta, Georgia, United States
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About me
Portfolio Manager at Merit Financial Advisors
Education
University of Miami Herbert Business School
2020 - 2021Master of Science - MS Finance
University of Central Florida
2009 - 2013Bachelor’s Degree Business Economics & FinanceSpecific Coursework: Econometrics, International Macroeconomics, Money and Banking, Financial Analysis, Financial Models, Financial Markets.
Experience
Scottrade
Jun 2011 - Jun 2013Intern
PNT Financial LLC
Jan 2014 - Jan 2016Junior Trader
Guard Dog Valves
Jan 2016 - Oct 2018CFO
Charles Schwab
Oct 2018 - May 2019Associate - Advisor Services & Trading
Green Vista Capital LLC
Jun 2019 - Jun 2020Registered Representative
Merit Financial Advisors
Feb 2021 - nowInvestment advice offered through Merit Financial Group, LLC, an SEC registered investment adviser.
Portfolio Manager
Jan 2022 - nowInvestment Analyst/Trader
Feb 2021 - Jan 2022
Licenses & Certifications
Bloomberg Market Concepts Certification
Bloomberg LP- View certificate
CAIA Charterholder
CAIA AssociationMay 2023
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