Deep Enrich
Heidi goertzen, mba, cfp®
389 followersTimeline
About me
Portfolio Manager/ Financial Planner at Becker Capital Management, Inc
Education
Linfield college
1999 - 2003Bachelor of science finance
University of portland
2005 - 2007Mba finance
Experience
Rvk, inc.
Jun 2003 - Jan 2015Investment Associate
Aug 2007 - Jan 2015Sr. Investment Analyst
Jun 2003 - Aug 2007
Ferguson wellman capital management
Feb 2015 - May 2018Chief compliance officer
Confluence wealth management
Jun 2018 - Feb 2019Wealth advisor
Becker capital management, inc
Feb 2019 - nowPortfolio Manager/ Financial Planner
Sept 2020 - nowFinancial Planner
Feb 2019 - now
Licenses & Certifications
Certified financial planner (cfp)
Cfp board
Investment adviser certified compliance professional® (iaccp®)
NrsFeb 2017
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