Deep Enrich
Mike Jeffries, CIPM
943 followers
Folsom, California, United States
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About me
Senior Advisor Consultant at Orion
Education
Wake Forest University
1996 - 1999Bachelor of Arts - BA Economics
Experience
ING
Jul 2006 - Jan 2010Internal Advisory Business Specialist
Oct 2008 - Jan 2010Advisory Services Specialist
Sept 2007 - Oct 2008Brokerage Operations Specialist
Jul 2006 - Sept 2007
Cetera Financial Group
Jan 2010 - Jan 2013Internal Advisory Business SpecialistCetera Financial Group
Apr 2013 - Feb 2024External advisory sales consultant serving Cetera broker-dealer representatives across Central and Northern California, Idaho, Montana, Oregon, Washington, and Wyoming. Supervised internal advisory business specialists serving Cetera broker-dealer representatives. Implemented performance metrics and scoring which led to over 50% improvements of individual team member productivity. Assisted National Sales manager with sales strategy development and deployment.
Advisory Business Consultant
Aug 2017 - Feb 2024Advisory Sales Desk Supervisor
Apr 2013 - Aug 2017
Orion
Mar 2024 - nowSenior Advisor ConsultantExternal investment advisory consulting to IARs in Northern California, Oregon, Washington, Idaho, and Alaska
Licenses & Certifications
Certificate in Investment Performance Measurement (CIPM)
CFA InstituteOct 2020
Certificate in Integrated Marketing Strategy & Planning
Wake Forest University School of BusinessJun 2021
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