Deep Enrich
Timothy V. Geremia, CFA, CFP®
Credit Analyst
7 followers
Wakefield, Rhode Island, United States
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About me
Chief Executive Officer at Invest Track Financial LLC
Education
Yale University
1982 - 1986Bachelor of Arts - BA Applied Mathematics/Economics
Wake Forest University
1989 - 1991Master of Business Administration - MBA Finance
Moses Brown School
1980 - 1982High School Diploma
Experience
Citizens Bank
Jan 1986 - Jan 1988Credit AnalystHospital Trust Bank
Jan 1988 - Jan 1989Commercial Credit AnalystHospital Trust Bank
Jun 1991 - May 1992Commercial Loan OfficerBankBoston Private Bank
Jun 1992 - Jan 2000Portfolio Manager and Team LeaderFirstFed Trust Company
Mar 2000 - May 2004Chief Investment OfficerCoastline Trust Company
May 2004 - Jul 2021Chief Investment OfficerInvest Track Financial LLC
Aug 2022 - nowChief Executive Officer
Licenses & Certifications
Certified Financial Planner™ (CFP®)
CFP BoardOct 1996
Chartered Financial Analyst (CFA)
CFA InstituteSept 1994
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