Deep Enrich
Janis Valens
Sr. Manager Trading / Branch Manager
191 followers
Sanger, Texas, United States
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About me
Manager @ Charles Schwab | Licensed Investment Products Guidance
Education
University of Central Florida
-Bachelor's degree BS Finance
Experience
JP Morgan Invest LLC / BrownCo
Sept 1997 - Feb 2006Sr. Manager Trading / Branch Manager
E*TRADE Financial Corporate Services, Inc.
Feb 2006 - Dec 2010Sr. Manager Corporate Services / Customer Service / Project Manager
Charles Schwab
Sept 2011 - Sept 2024Manger - Investment Products Guidance / CS ManagementLicensed with TDA/Schwab thru Jan 6
Robinhood
Feb 2024 - May 2024Financial RepresentativeExposed to high e-mail and chat volume correspondence, managing multiple priorities in a fast-paced environment. Introduction to Crypto investing.
Valens Farm
May 2024 - nowAccount Manager
Licenses & Certifications
Series 66
FINRASeries 8
FINRA
Series 7
FINRASeries 63
FINRA
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