Deep Enrich
Tim Schwarzenberger, CFA
Investment Intern (Summers of 2000, 2001, and 2002)
2000 followers
Boise, Idaho, United States
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About me
Portfolio Management | Product Management | Shareholder Engagement | Business Development & Relationship Management | Leading & Managing Teams
Education
CFA Institute
-Universidad Católica de Valparaíso - Chile
-
Idaho State University
-B.B.A. in Finance with Spanish Minor
Experience
Milliman/Dorn, Helliesen & Cottle, Inc.
Jan 2002 - Jan 2002Investment Intern (Summers of 2000, 2001, and 2002)Watson Wyatt Investment Consulting (now part of Willis Towers Watson)
Apr 2004 - Oct 2005Investment Analyst
Christian Brothers Investment Services
Nov 2005 - Aug 2021Managing Director - Investment Management
Apr 2018 - Aug 2021Senior Director - Head of Portfolio Services
Nov 2014 - Mar 2018Senior Investment Advisor
Jan 2009 - Nov 2014Associate Investment Advisor & Information Specialist
Nov 2005 - Dec 2008
Inspire Investing
Sept 2021 - nowPortfolio Manager | Director of Corporate Engagement
Licenses & Certifications
Chartered Financial Analyst Charterholder
CFA Institute
FINRA Series 24, 7, & 63 (lapsed)
FINRA
Languages
- enEnglish
- spSpanish
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