Deep Enrich
Karen Bard
Wealth Management Advisor, First Vice President
252 followers
Albuquerque, New Mexico, United States
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About me
Wealth Management Advisor
Education
Colorado State University
1968 - 1972Bachelor's Degree
Experience
Merrill Lynch Wealth Management
Mar 1986 - nowWealth Management Advisor, First Vice President
Licenses & Certifications
Personal Investment Advisor
Merrill Lynch InternalAug 2014Certified Private Wealth Advisor
Investments & Wealth InstituteJul 2008Certified Investment Management Analyst
Investments & Wealth InstituteSept 2006Certified Financial Planner
CFP Board of StandardsFeb 2001
Languages
- enEnglish
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