Deep Enrich
Colton Richards, CFP®
Financial Planning and Analysis Intern
1000 followers
Dallas, Texas, United States
Connect with Colton Richards, CFP® to Send Message
Connect
Connect with Colton Richards, CFP® to Send Message
ConnectTimeline
About me
Financial Planner at Apeiron Planning Partners
Education
Garnet Valley High School
2010 - 2014
Penn State University
2014 - 2018Bachelor of Science - BS Finance, GeneralActivities and Societies: Sigma Chi Fraternity Graduated with a Finance degree and a minor in International Business. Studied overseas at Charles University in Prague, Czech Republic for one semester in the Spring of 2017
Charles University in Prague
2017 - 2017Internation BusinessActivities and Societies: CIEE Central European Studies Program
Experience
Qlik
May 2016 - Aug 2016Financial Planning and Analysis Intern
The Provident Bank
Jun 2017 - Aug 2017Commercial Lending Intern
SEI
Jun 2018 - Oct 2024Business Development Manager
Jan 2022 - Oct 2024Business Development Consultant
Jan 2021 - Apr 2022Internal Account Executive
Apr 2019 - Dec 2020Associate Internal Account Executive
Jun 2018 - Mar 2019
Apeiron Planning Partners
Oct 2024 - nowAssociate Financial Planner
Licenses & Certifications
Certified Financial Planner (CFP)
CFP BoardApr 2024
Uniform Investment Adviser Law Examination
NASAA
Recommendations
Kyle taylor-keller
Owner, Manager, Trainer, Instructor, and ClinicianIndianapolis, Indiana, United States
Catalina correa marin
Production Engineer with Master degree in Global Logistics and Supply Chain ManagementHamburg, Hamburg, Germany
Wael sharaf
Energy EngineerKhartoum State, Sudan
Madallapalle santhosh
i worked at ICICI securities as a equity relationship manager.now currently working at axis securiti...Hyderabad, Telangana, India
Ahmad jatnika ismat
HR Generalist | RecruiterTangerang Selatan, Banten, Indonesia
Tilly buckroyd
Development & Communications Officer at leading prison arts charityLondon, England, United Kingdom
Hilmi uzgoren
Director at INGBANK TURKEYKadikoy, Istanbul, Türkiye
Althaf rahman
Laboratory Technologist at American mission hospital BahrainBahrain
Edith kohler
beleuchten - verbinden - bewegen, Team- und OrganisationsentwicklerinSankt Gallen, Sankt Gallen, Schweiz
Evelyn zacharewicz
Ethics Submission Specialist at Cancer Trials AustraliaGreater Melbourne Area
Megha tiwari
Faculty of law, University of DelhiDelhi, India
Manal bouyahyi
IT Engineer | ITIL V4 Certified at CGIFès-Meknès, Morocco
Hoor ulain umar
Accounting and Financial Management Student @ UWaterlooGreater Toronto Area, Canada
Audrey graham
Senior Area Manager at AppleCork, County Cork, Ireland
Khalid marei
MEP Project MANAGER at German Technical Services Co. ( GTS )Amman, Jordan
John kershaw
Data Center Facilities Manager at eir IrelandIreland
Talha rehmani
Student at Sir Syed University of Engineering & Technology (SSUET)Karāchi, Sindh, Pakistan
Isabella tari
Bilingual Health Sciences Student & Student Mentor at the University of OttawaMaple, Ontario, Canada
Jorge luis sánchez garay
Electromechanical EngineerAlajuela, Costa Rica
Gopalakrishnan sethuraman
Associate Team Manager - MIS & Business Intelligence at GAIN CreditChennai, Tamil Nadu, India
...