Deep Enrich
Jb marston ii
851 followersTimeline
About me
Client Service Specialist
Education
Quinnipiac university
2010 - 2015Bachelor of arts (ba) liberal arts and sciences/liberal studiesActivities and Societies: Varsity Lacrosse Player Liberal Arts degree, with a strong background in Sociology, Anthropology, and Philosophy.
Experience
Cantella & co., inc.
May 2012 - Aug 2012Summer intern- operations associate
Laxachusetts
Jun 2012 - nowHead/assistant coachNewcove aquaculture
May 2013 - Mar 2017Oyster farm- managerDuxbury youth lacrosse
Mar 2016 - Jul 2016Head coach
St. sebastian's school
Feb 2017 - Jan 2018Assistant lacrosse coach/defensive coordinatorCantella & co., inc.
Mar 2017 - Jun 2022Transition Specialist
Jan 2020 - Jun 2022Operations Associate
Mar 2017 - Jan 2020
Fidelity investments
May 2022 - Jan 2025Client Service Manager II
Apr 2024 - Jan 2025Client Service Manager I
May 2022 - Apr 2024
Munroe morrow wealth management
Jan 2025 - nowClient service specialistOur team has over 50 years of collective experience and we are dedicated to the highest level of personalized service.We go beyond typical wealth management. Our Team provides all-encompassing financial advice and outstanding asset management solutions, so our clients can confidently pursue their financial goals.To learn more about Munroe Morrow Wealth Management, please visit https://www.mmwealthmanagement.com/
Licenses & Certifications
Series 7
FinraMay 2021Series 66
FinraJun 2025Series 99
FinraMar 2017
Volunteer Experience
Big Brother
Issued by Big Brothers Big Sisters of Eastern Massachusetts on Jul 2020Associated with JB Marston II
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