Deep Enrich
Matthew Kreger
Supervisor
376 followers
Portsmouth, New Hampshire, United States
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About me
CCO & Director Of Client Operations at Lake Street Advisors
Education
2019 Level III Candidate in the CFA Program
-
Bentley University
2002 - 2006Bachelor of Science
UNSW Australia
2005 - 2005Study Abroad
Experience
Bank of New York Mellon
Mar 2009 - Mar 2015Supervisor
Lake Street Advisors
Mar 2015 - nowChief Compliance Officer & Director of Client Operations
May 2024 - nowDirector Of Operations
Jan 2019 - Aug 2024Operations Analyst
Mar 2015 - Jan 2019
Licenses & Certifications
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Series 65
Financial Industry Regulatory Authority (FINRA)- View certificate
CFA® Level I Badge
CFA InstituteJan 2017
- View certificate
CFA® Level II Badge
CFA Institute
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