Deep Enrich
Doug Isaacs, CFP
Revenue Recovery Supervisor
371 followers
Greater Indianapolis
Connect with Doug Isaacs, CFP to Send Message
Connect
Connect with Doug Isaacs, CFP to Send Message
ConnectTimeline
About me
Making sense of investing
Education
Indiana University-Purdue University at Indianapolis
2001 - 2005Bachelor's degree FinanceKelley School of Business
Experience
UPS
Aug 2001 - Jan 2005Revenue Recovery Supervisor
JPMorgan Chase & Co.
May 2004 - May 2010Financial Advisor
Fifth Third Securities
May 2010 - Jul 2014Investment Representative
Huntington Investment Company
Jul 2014 - Nov 2015Financial Advisor
First Merchants Investment Services
Nov 2015 - Sept 2019Senior Investment Consultant
Edward Jones
Sept 2019 - nowFinancial Advisor
Licenses & Certifications
Certified Financial Planner (CFP)
CFP BoardDec 2018.webp)
Series 7
FINRA (Financial Industry Regulatory Authority)Jul 2008Series 6
FINRA (Financial Industry Regulatory Authority)Sept 2005Series 63
FINRA (Financial Industry Regulatory Authority)Sept 2005Series 65
FINRA (Financial Industry Regulatory Authority)Jul 2008
Certified Financial Planner (CFP)
CFP BoardDec 2018
Recommendations
Ronald bagampange
Field Engineer at Empro Power | Events Power Distribution | UAE | KSA | QATARDubai, United Arab Emirates
Myrthe van der woning
Juridisch secretaresse SBD AdvocatenEnschede, Overijssel, Netherlands
Damian zachwieja
Business Process Automation Engineer @ ICEOWieliczka, Małopolskie, Poland
Dhaval dodiya
Graphics,Web,Android,IOS Designer & Devloper at G.K. GraphicsGK Creative Sollution
Karla rodriguez, ma
Area Human Resources Manager at Altium PackagingAnaheim, California, United States
Naïla el achkar
Systeembeheerder op zoek naar een nieuwe uitdaging, eventueel tijdelijk starten met werkplekbeheerde...Amsterdam, North Holland, Netherlands
Gurusupreeth dwarakanath
Business Analyst @ LTIMindtree | User Stories, BRD, CRM, Data Mapping,Azure Logic AppsBengaluru, Karnataka, India
Sanjeev kumar
Vice President-Internal Audit @ Ambuja Neotia Group | Expertise in Internal Audit Leadership, ERM, R...Kolkata, West Bengal, India
Joshua owino
Architect | BIM Consultant | Construction Project Manager | Chevening Scholar 2019-2020Nairobi County, Kenya
Jenny hyvärinen
Communication Manager at L'OréalHelsinki, Uusimaa, Finland
Vedvyas rauniyar
SwiftUI || Swift || Objective CNoida, Uttar Pradesh, India
Niranjan k c
Senior Consultant Kubernetes@ Sapiens | Linux - Bash | AWS-SAA - Certified | CKA & CKAD - Certified|...Bengaluru, Karnataka, India
Cory gilmartin
Associate at OASIS Financial SolutionsSouth Bend-Mishawaka Region
Kelly shipmon
Director of Hospitality & Dining Services @ Aya Healthcare | Hospitality Operations, Administrative ...High Point, North Carolina, United States
Matt wilson
Director of Business Management at Thermo Fisher ScientificToronto, Ontario, Canada
Zhou yang
CTO at Bluebrain education co. ltd.Hangzhou, Zhejiang, China
Eugenia san martín
Art DirectorArgentina
Nil berdici
Social Media and Customer Relationship ManagementTürkiye
Anuroop ram kishore
studentGrand Bay, Rivière du Rempart, Mauritius
Bill moriarity
Finally Retired and enjoying time for family and personal interestsLouisville, Kentucky, United States
...