Deep Enrich
Peter Jarrett, CFA
Associate Area Director
1000 followers
Greater Chicago Area
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About me
Vice President at Rothschild Wealth Partners
Education
Wheaton College
2009 - 2013Bachelor of Arts (B.A.)Activities and Societies: Captain of Varsity Football Team
Experience
Young Life
Apr 2013 - Apr 2017Associate Area Director
CMT Capital Markets Trading
Sept 2017 - Oct 2018Financial AnalystEstablished OTC trading operation in the digital asset space. Oversaw counterparty due diligence, on-boarding procedures, and relationship management.Managed investment analysis, financial reporting, and cash flow needs for multiple business units.
Rothschild Investment LLC
Oct 2018 - nowResponsible for investment due diligence and comprehensive debt and equity securities analysis. Assists in client portfolio strategy and construction.Manages and develops relationships with HNW/UHNW individuals and institutional clients.
Vice President
Jul 2023 - nowInvestment Associate
Oct 2018 - Jul 2023
Licenses & Certifications
Series 66
NASAAApr 2019.webp)
Series 7
FINRA (Financial Industry Regulatory Authority)Mar 2019- View certificate
CFA Institute Charterholder
CFA InstituteAug 2022
Volunteer Experience
Volunteer Leader
Issued by Young Life on Aug 2009
Associated with Peter Jarrett, CFA
Languages
- geGerman
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