Deep Enrich
Ryan Wilson
144 followers
New York City Metropolitan Area
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About me
Senior Investment Manager at Creative Planning Inc.
Education
Webster Unviersity
2009 - 2014Master's of Science Finance
Baker University
2003 - 2006Bachelor of Business Administration (BBA)
Experience
American Century Investments
Aug 2009 - Jul 2018Investment Performance Analyst
Mar 2014 - Jul 2018Senior Transfer Agency Accountant
Aug 2009 - Mar 2014
Creative Planning Inc.
May 2019 - nowSenior Investment Manager
Licenses & Certifications
Series 65, The Uniform Combined State Law Examination
Financial Industry Regulatory Authority (FINRA)Sept 2019
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