Deep Enrich
Brandon Franco
Support Analyst Intern
1000 followers
Greater Boston
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About me
Senior Private Wealth Relationship Manager at Generation Capital Advisors
Education
Pingree School
2010 - 2014High School
ESCI-UPF
-International Business
Providence College
2014 - 2018Finance, General
Experience
Putnam Investments
May 2016 - Aug 2016Support Analyst Intern• Collaborated with team of analysts to migrate employee data to a new user interface.• Assisted technicians when needed on MacBook imaging process to Putnam Investments interface.• Worked with team of interns to develop future plans for new investor and portfolio manager software.
Putnam Investments
May 2017 - Sept 2017Digital Management Intern• Sat in weekly cost allocation meetings in order to develop future plans for the department’s budget.• Analyzed and developed weekly cost and usage reports regarding newly implemented communication services. • Assisted with Mac Product Team with tasks regarding Apple product services.
Morgan Stanley
Jun 2018 - Jul 2024PWM Associate for The Strachan Group at Morgan Stanley Private Wealth Management Registered Associate for The Strachan Group at Morgan Stanley Private Wealth Management
Private Wealth Management Associate
Jun 2023 - Jul 2024Registered Associate
Jun 2018 - Jun 2023
Claro Advisors
Jul 2024 - Sept 2024Private Wealth Relationship Manager
Generation Capital Advisors
Oct 2024 - nowSenior Private Wealth Relationship Manager
Licenses & Certifications
Certified Casper Technician
JamfJul 2017.webp)
Series 7
FINRA (Financial Industry Regulatory Authority)Sept 2018
Series 66
FINRAMay 2019
Languages
- enEnglish
- spSpanish
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