Deep Enrich
Jake Marriott
Associate Wealth Advisor
338 followers
Naples, Florida, United States
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About me
Analyst at First Trust Investment Solutions
Education
University of South Florida St. Petersburg
2017 - 2019Master of Business Administration - MBA Finance, General
Augusta University
2014 - 2017Bachelor of Business Administration - BBA Finance, GeneralActivities and Societies: Division I College Athlete, 2x Academic All-American
Experience
Hightower Naples
Apr 2022 - May 2023Associate Wealth Advisor
First Trust Investment Solutions L.P.
Jul 2023 - nowAnalyst
Licenses & Certifications
- View certificate
Algorithmic Trading and Stocks Essential Training
LinkedInFeb 2023
Securities Industry Essentials (SIE)
FINRAMar 2022
Series 66 Uniform Combined State Law Examination
NASAAJul 2022
CFA Exam Level III Candidate
CFA InstituteSeries 7
FINRAMay 2022
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