Deep Enrich
John Lewis
Intern
365 followers
Jacksonville, Florida, United States
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About me
Customer Success Leader | Risk & Compliance-Aware | Relationship Management | Data-Driven Decision Maker
Education
Florida State University
2015 - 2018Finance, General
Experience
PHH Mortgage
Jun 2016 - Aug 2016Intern
Merrill Lynch
Jul 2018 - Jun 2021Investment Consultant II
Oct 2020 - Jun 2021Investment Specialist I
Jan 2020 - Sept 2020Financial Services Representative
Jul 2019 - Dec 2019GWIM Senior Operations Representative
Jul 2018 - Jun 2019
SoFi
Jan 2022 - May 2024Investment Specialist
Skyline Financial
Oct 2024 - nowSenior Financial Consultant
Licenses & Certifications
Series 66
FINRA
The Complete SQL Bootcamp
UdemyThe Complete Data Analyst Bootcamp
UdemySeries 7
FINRA
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