Deep Enrich
Jack o'shea
Timeline
About me
Regional Advisor Consultant- Wholesaler at Columbia Threadneedle Investments, US
Education
Clarkstown high school south
2012 - 2016
Hobart and william smith colleges
2016 - 2020Bachelor's degree economicsActivities and Societies: - Football - President of Finance Club (2 years)
Experience
Ameriprise financial services, llc
May 2018 - Aug 2018Wealth management intern
Ey
Jun 2019 - Aug 2019Consultant intern
Prudential financial
May 2020 - Jun 2021Financial services associate
Columbia threadneedle investments, us
Jun 2021 - nowExternal wholesaler covering independent advisors, broker dealers, and RIAs. Providing mutual fund, ETF, SMA, model portfolio, and hedge fund solutions. - 2022 Internal Wholesaler of the Year: Over 60 internal wholesalers on the desk.- Graduate of rigorous training program for the top 5 internal wholesalers working to become an external wholesaler. Training was focused on selling skills, product knowledge, presentation skills, and territory management.
Regional Advisor Consultant- External Wholesaler
Dec 2022 - nowInternal Advisor Consultant
Jun 2021 - Dec 2022
Licenses & Certifications
Series 7
FinraSeries 66
Finra
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