Deep Enrich
Evan Taylor
Administrative Assistant
142 followers
Alexandria, Louisiana, United States
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About me
Investment Consultant at Charles Schwab
Education
State College of Florida-Manatee-Sarasota
2018 - 2021Associate's degree Information Technology
Experience
Prasse-Anderson Law Group
Aug 2021 - Apr 2022Administrative Assistant
E*TRADE from Morgan Stanley
Feb 2022 - Nov 2022Associate Financial Services Representative
Charles Schwab
Nov 2022 - nowInvestment Consultant
Feb 2024 - nowBrokerage Service Specialist
Nov 2022 - Feb 2024
Licenses & Certifications
Series 63
NASAAAug 2022
Solidworks CSWA
Dassault SystèmesApr 2017
Microsoft Office Specialist: Microsoft Office 2013
MicrosoftMar 2017
Series 7
FINRAJul 2022Series 66
NASAADec 2023
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