Deep Enrich
Angel Wang, AWMA® CRPC®
Personal Banker
218 followers
San Francisco Bay Area
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About me
Vice President- Financial Consultant
Education
Liaoning University
-BUSINESS, MANAGEMENT, MARKETING, AND RELATED SUPPORT SERVICES
Experience
Bank of America
Jan 2006 - Jan 2009Personal Banker
Wells Fargo
Jan 2009 - Jan 2011Assistant Manager
JPMorgan Chase & Co.
Jan 2012 - Jan 2017Private Client BankerBank of America
Jan 2017 - Jan 2018Relationship Manager
Jan 2018 - Jan 2018Financial Center Lending Consultant
Jan 2017 - Jan 2018
TD Ameritrade
Jan 2019 - nowSenior Financial Consultant
Jun 2020 - nowFinancial Consultant
Aug 2019 - nowCSS
Jan 2019 - Aug 2019
Charles Schwab
Jan 2022 - nowVP - Financial ConsultantHelp clients own their tomorrow
Licenses & Certifications
AWMA
KaplanJan 2023CRPC®
Kaplan
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