Deep Enrich
Adrian O'Sullivan, PMP
Customer Service Representative
498 followers
Richmond, Virginia, United States
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About me
Manager at Forvis Mazars
Education
Manhattanville University
2001 - 2003
Harvard Business School
2014 - 2014Credential Of Readiness Business Analytics, Economics for Managers, Financial Accounting
University of Massachusetts Amherst
2003 - 2005BA Economics, Psychology
Experience
Pioneer Investments
May 2006 - Jul 2007Customer Service Representative
Putnam Investments
Aug 2007 - Jul 2008Accountant
State Street
Jul 2008 - Mar 2022Officer, ETF Client Service
Sept 2017 - Mar 2022Senior Associate, ETF Client Service
Nov 2015 - Sept 2017Associate 2, ETF Client Service
Jan 2012 - Nov 2015Fund Accountant, Mutual Fund Client Service
Jul 2008 - Dec 2011
Dixon Hughes Goodman LLP
Apr 2022 - May 2022Lead Consultant, Advisory Services
FORVIS
May 2022 - May 2024Manager, Advisory Services
Oct 2023 - May 2024Lead Consultant, Advisory Services
May 2022 - Oct 2023
Forvis Mazars US
Jun 2024 - nowManager, Advisory Services
Licenses & Certifications
- View certificate
Certified ScrumMaster (CSM)
Scrum AllianceFeb 2023
Project Management Professional (PMP)
Project Management InstituteMar 2023
Languages
- frFrench
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