Deep Enrich
Rob wilson, cfa
378 followersTimeline
About me
Portfolio Manager at Trustmark Wealth Management
Education
Spring hill college
1996 - 2000Bachelor of science (bs) business administration and management, general
University of south alabama
2002 - 2004Master of business administration (m.b.a.)
Experience
Metlife
Nov 2003 - May 2005Financial services representative
Regions bank
May 2005 - Jul 2016Vice president, portfolio manager-Responsible for managing personal, charitable, and institutional assets for trust and investment management accounts. -Partners with Wealth Management and Institutional Services officers to develop and implement personalized investment plans that assist clients with the accumulation, preservation and transfer of their wealth. -Member of the Asset Allocation Working Group and chair of the Tactical Equity Allocation Working Group.-Assist in new client acquisition and have received multiple Chairman's Club Winner designations. Show less
Trustmark bank
Jul 2016 - nowVice president, portfolio manager
Licenses & Certifications
Cfa charterholder
Cfa institute- View certificate
Cfa institute charterholder
Cfa instituteAug 2024
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