Deep Enrich
Mark Barile
Wealth Management
1000 followers
San Antonio, Texas, United States
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About me
Portfolio Consulting and Analytics, Sr. Manager VP
Education
Trinity University
2000 - 2003Bachelor's degree Fine/Studio Arts, General
Experience
Morgan Stanley
May 2006 - Dec 2012Wealth Management
Capital Group
Jan 2013 - nowPortfolio Consulting
Licenses & Certifications
Certified Investment Management Analyst (CIMA)
Investments & Wealth Institute
Series 7, 24, 26, 31, 66, SIE
FINRA
Volunteer Experience
Board Member
Issued by Phil Hardberger Park Conservancy on Nov 2023
Associated with Mark BarileBoard Member
Issued by Contemporary at Blue Star on Oct 2021Associated with Mark Barile
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