Deep Enrich
Joseph M. Panaccio
819 followers
Springfield, Pennsylvania, United States
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About me
Vice President, Financial Consultant at Charles Schwab
Education
Springfield Highschool
-High School Diploma; HonorsActivities and Societies: F.T.K foundation; Dance Marathon
Temple University
2013 - 2015Bachelor's degree Finance; Economics 3.8Activities and Societies: Temple University Investment Association (TUIA); Economics Society Consulting, Real Estate Society, Startup Fundraiser for Lovin' Spoonful
Delaware County Community College
-Associate's Degree Business Administration and Management, General Dean's ListActivities and Societies: Business Society Delaware County Community College was a welcoming and diverse university to attend.
Experience
Scottrade
Dec 2014 - Mar 2017Series 7, Series 63 liscenses
Investment Consultant
Aug 2015 - Mar 2017Financial Specialist Intern
Dec 2014 - Aug 2015
Vanguard
Mar 2017 - Aug 2024UHNW Senior Relationship Manager
May 2022 - Aug 2024Relationship Manager
Jun 2021 - Aug 2024Senior Client Consultant
Sept 2019 - Jun 2021High Net Worth Consultant
Mar 2017 - Sept 2019
Charles Schwab
Aug 2024 - nowVice President, Financial Consultant
Licenses & Certifications
Series 66
Vanguard
Series 63
ScottradeSeries 7
Scottrade
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