Deep Enrich
Barbara Lane, CFA, CIMA
2nd Vice President
427 followers
Miami, Florida, United States
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About me
Outsourced Chief Investment Officer | Investment Practice Lead | Chartered Financial Analyst | Certified Investment Management Analyst
Education
Florida Southern College
-Bachelor of Science - BS Finance, General
University of North Florida
-Master of Business Administration (MBA) Investments and Securities
Experience
First Florida Bank
Jan 1989 - Jan 19922nd Vice PresidentPersonal Trust Portfolio Manager
Barnett Bank Trust Company
Jun 1992 - Sept 1995Vice PresidentPersonal Trust Porfolio Manager
Northern Trust
Sept 1995 - Aug 2023Foundation and Institutional Advisors, Investment Practice Lead Wealth Advisory Services
Senior Vice President
Jul 2008 - Aug 2023Senior Vice President
Sept 1995 - Jul 2008
Licenses & Certifications
Chartered Financial Analyst (CFA)
CFA Institute
Certified Investment Management Analyst (CIMA)
Investments & Wealth Institute- View certificate
CFA Institute Charterholder
CFA InstituteSept 1992
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