Deep Enrich
Summer Caudle
Registered Client Service Associate
167 followers
Tulsa Metropolitan Area
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About me
Director of Operations at Scissortail Wealth Management, LLC
Education
The University of Tulsa
2001 - 2003Bachelor of Science (B.S.) Finance, General
Experience
Merrill Lynch
Oct 2006 - Jan 2009Registered Client Service Associate
UBS Wealth Management
Feb 2009 - Nov 2018Senior Registered Client Service Associate
Scissortail Wealth Management
Nov 2018 - nowDirector of Operations
Licenses & Certifications
.webp)
Series 7
Financial Industry Regulatory Authority (FINRA)
Series 63
FINRA
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