Deep Enrich
Lisa Bowers
Operations Specialist
361 followers
Salt Lake City Metropolitan Area
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About me
Platinum Relationship Manager at E*Trade From Morgan Stanley
Education
Boise State University
2002 - 2004Communication
Eagle Gate College-Salt Lake City
2007 - 2008Associate's degree Personal Fitness Training
Experience
TD Ameritrade
Jan 2009 - Jun 2017Operations Specialist
Wells Fargo Advisors
Aug 2017 - Nov 2019Financial Behavioral Coach
Aug 2017 - Nov 2019Senior Financial Advisor
Aug 2017 - Nov 2019
Soltis Investment Advisors
Nov 2019 - Nov 2020Advisor/Analyst
E*TRADE from Morgan Stanley
Nov 2020 - nowSenior Premium Relationship Manager
Aug 2024 - nowPlatinum Relationship Manager
Oct 2022 - Aug 2024Active Trader Service Representative
Nov 2020 - Oct 2022
Licenses & Certifications
Certified Life Coach
Coach For Life Institute - Exploring Coaching Mastery
Series 7
FINRA
Series 3
E*TRADE from Morgan StanleySeries 66
FINRAJul 2019
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