Deep Enrich
Soumik Coomar
Associate
2000 followers
Chelmsford, England, United Kingdom
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About me
Administrator at Parallel Wealth Management, Senior Partner Practice of St. James’s Place Wealth Management
Education
.webp)
St. James' School (Kolkata)
2004 - 2017School School A
Anglia Ruskin University
2022 - 2023Master of Business Administration - MBA Finance.webp)
The Chartered Institute for Securities & Investment (The CISI)
2022 - 2023Investment Advice Diploma Investments and SecuritiesThe Chartered Institute for Securities & Investment (The CISI)
-Investment advice Diploma and Certified Paraplanner Investments and Securities
Amity University Kolkata
2017 - 2020Bachelor of Business Administration - BBA Business Administration and Management, General
Experience
Frasers Group
May 2023 - Apr 2024Associate
St. James’s Place
May 2024 - nowAdministrator
Parallel Wealth Management
May 2024 - nowAdministrator
Licenses & Certifications
Bloomberg Market concepts
Bloomberg LPFeb 2022
Investment Banking and Asset Management
Bright NetworkJun 2022.webp)
Level 4 Investment advice Diploma (IAD)
The Chartered Institute for Securities & Investment (The CISI)Jul 2023CISI IAD - Investment risk and Taxation
The Chartered Institute for Securities & Investment (The CISI)Apr 2023Bloomberg ESG
Bloomberg LPOct 2022
Stock market and finance
UnschoolAug 2020- View certificate
Introduction to Microsoft Excel
CourseraMar 2023
UK Regulation and Professional Integrity
The Chartered Institute for Securities & Investment (The CISI)Dec 2022
JP Morgan Investment Banking
ForageJul 2022
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