Deep Enrich
Alexa alexander, caia, cfp, cepa
913 followersTimeline
About me
Relationship Manager, National Accounts at John Hancock Investment Management
Education
High point university
2012 - 2016Bachelor of science (b.s.) business administration, concentration in finance and minor in global commerceActivities and Societies: Zeta Tau Alpha, Delta Mu Delta
Experience
Zeta tau alpha delta gamma chapter
Dec 2013 - Aug 2014Treasurer
Triumph group
Jun 2015 - Aug 2015Operations analyst intern
Four hands
Oct 2015 - May 2016Hospitality personnel
Vanguard
Jun 2016 - Jul 2017Brokerage investment professional
John hancock investment management
Sept 2017 - nowRelationship Manager, National Accounts
Feb 2023 - nowSenior Regional Representative, Business Consultant
Dec 2021 - Feb 2023Regional Representative, Business Consultant
Dec 2019 - Dec 2021Sales Associate
Sept 2017 - Dec 2019
Licenses & Certifications
Alternative investment analyst charter (caia charter)
Caia associationMay 2025
National social security advisor certificate
Premier social security consulting, llcJul 2021
Series 63
FinraAug 2016
Series 66
FinraOct 2019
Certified financial planner (cfp)
Cfp boardMar 2022Series 7
FinraJul 2016
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