Deep Enrich
Elisabeth farlow
839 followersTimeline
About me
VP Sr. Wealth Consultant
Education
University of colorado denver
-Bachelor of arts (b.a.) anthropology
Experience
Us bank
Jan 2010 - Aug 2013Personal banker
Charles schwab
Sept 2013 - nowVP Sr. Wealth Consultant
May 2022 - nowVP - Financial Consultant
Jul 2018 - May 2022Senior Client Relationship Specialist
Apr 2016 - May 2022Resolution Specialist
Dec 2014 - May 2022Stock Broker
Sept 2013 - Dec 2014
Licenses & Certifications
.webp)
66
Financial industry regulatory authority (finra)
Certified wealth strategist (cws)
Cannon financial instituteSeries 10
Financial industry regulatory authority (finra)Series 63
Financial industry regulatory authority (finra)Series 9
Financial industry regulatory authority (finra)Series 7
Financial industry regulatory authority (finra)
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