Megan E Bosch has been a Senior Director of Sales in Wealthforge since 2020. Furthermore, the person has an employment history at more than five companies using similar skills. Megan has a total work experience of four+ years. Megan E Bosch studied at the Northwestern University - Kellogg School of Management from 2019 to 2020. They learned Spanish and English. They have the following certificates: General Securities Representative (Series 7), General Securities Principal (Series 24), Uniform Securities Agent State Law (Series 63), Uniform Securities Agent Aviser Law (Series 65), and Alternative Investment Analyst Charter (Caia Charter) - In Progress. Currently Megan lives in Glen Allen, Virginia region. Find Megan E Bosch's actual phone and email with our search.
Name variants:
Meg Bosch
Last updated Jun 06, 2024
Contact Information
Last Update
Jul 10, 2022
Email
mb**@wealthforge.com, it**@gmail.com
Location
Glen Allen, VA
Company
Workplace
Colleagues
Work History
Director of Investment Sales
4198 Cox Rd SUITE 200, Glen Allen, VA 23060
Oversaw the design and implementation of a new Investment Sales division of a regional commercial real estate firm, and ensured smooth execution of all division systems and processes. Manage...
Jun 2017 — Dec 2018
Vice-President and Comprehensive Financial Planner
4510 Cox Rd SUITE 102, Glen Allen, VA 23060
As a fee-based, comprehensive financial planner, I assist my clients with savings objectives and strategies, investment strategies, estate planning considerations, debt management, risk miti...
Apr 2016 — Jun 2017
Financial Planner and Worksite Education Speaker
Newark, NJ
Feb 2014 — Apr 2016
Founder and Immediate Past President - Wifs of Central Virginia-Richmond
136 Everett Rd, Albany, NY 12205
WIFS of Central Virginia - Richmond is dedicated to gaining insights into financial services; to attracting capable women to learn about the industry, and helping individuals grow their prac...
from Sep 2015
Education
2015 — 2017
2008 — 2010
2003 — 2007
Occupations
Executive
Senior Director
Accountant
Finance and Accounting Specialist
Director
Real Estate Broker
Licensed Real Estate Broker
Senior Manager
Operations Manager
Accounting Bookkeeper
Bookkeeper
Property Manager
Real Estate Manager
Skills
Financial Planning
Public Speaking
Leadership
Collaborative Problem Solving
Business Process Efficiency
Investment Strategies
Legacy Giving
Business Continuity Planning
Investments