Deep Enrich
Alfonso Rodriguez, CFA
Investment Operations Associate
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Los Angeles Metropolitan Area
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About me
Associate Director at EP Wealth Advisors
Education
UC Santa Barbara
-Bachelor of Arts (BA) Economics
Experience
EP Wealth Advisors
Nov 2013 - Aug 2015Investment Operations Associate
U.S. Trust
Aug 2015 - Oct 2016Portfolio Manager Assistant
Wells Fargo
Oct 2016 - Mar 2019Investment Management Specialist
GC1 Ventures
Mar 2019 - Jun 2021Portfolio Manager
Tarbox Family Office, Inc.
Jun 2021 - Apr 2023Director of InvestmentsEP Wealth Advisors
Apr 2023 - nowAssociate Director - Alternative Investment Research
Feb 2024 - nowPortfolio Strategist
Apr 2023 - Jan 2024
Licenses & Certifications
- View certificate
Chartered Financial Analyst (CFA)
CFA Institute
Languages
- spSpanish
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