Deep Enrich
Abby Leisen, CFP®
Banquet Server
547 followers
Greater Minneapolis-St. Paul Area
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About me
Senior Wealth Management Associate at Boulay Financial Advisors
Education
University of St. Thomas - Opus College of Business
2019 - 2022Bachelor's degree Financial Management, Minor in Data Analytics
Minnetonka Senior High School
2015 - 2019
Experience
Bearpath Golf and Country Club
Mar 2019 - May 2021Banquet Server
Tommie Marketing Club
Dec 2020 - Jan 2022Treasurer/Director of Operations
BerganKDV
May 2021 - Aug 2022Wealth Management Intern
Boulay
Jan 2023 - nowSenior Wealth Management Associate
Aug 2024 - nowWealth Management Associate
Jan 2023 - now
Licenses & Certifications
Certified Financial Planner (CFP)
CFP BoardAug 2025- View certificate
Series 65
FINRAAug 2023
Volunteer Experience
Sunday School Teacher
Issued by Mount Calvary Lutheran Church, Excelsior on Sept 2015
Associated with Abby Leisen, CFP®Volunteer Analyst
Issued by Neighborhood House on Jan 2021Associated with Abby Leisen, CFP®
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