Deep Enrich
Timothy George
Assistant Portfolio Manager - Equity Research Analyst
696 followers
Boston, Massachusetts, United States
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About me
Senior Wealth Manager at Catalyst Financial Partners
Education
Noble & Greenough School
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Boston University
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Experience
Excalibur Management Corp
Jan 2000 - Jan 2003Assistant Portfolio Manager - Equity Research Analyst
BNY Wealth
Jan 2004 - Jan 2021Vice President - Senior Wealth Manager
Catalyst Financial Partners
Aug 2021 - nowManaging Director
Licenses & Certifications
Series 65
FINRAAug 2021
Volunteer Experience
Treasurer
Issued by Howard Benovolent Society on Apr 2010Associated with Timothy GeorgeTrustee
Issued by Lionel Colledge Memorial Fund on Jun 2011Associated with Timothy George
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