Brian Boswell Email & Phone Number
Senior Adviser @ Newbridge Wealth Management
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Brian Boswell Location
- Malden, MA, US
Brian Boswell Work
- Senior Adviser @ (February 2022 - Present)
- President @ (August 2017 - Present)
- Contributor @ (August 2016 - Present)
- Financial Planner @ (December 2019 - January 2022)
- VP, Research and Development @ (March 2016 - August 2017)
- Director, Advisor Distribution @ (March 2014 - March 2016)
- National Accounts Manager @ (May 2008 - March 2014)
- Research Analyst @ (March 2005 - May 2008)
- Investment Analyst @ (June 2002 - January 2005)
Brian Boswell Education
- Bryant University
Online Certificate in Financial Planning
2018-2019 - RPI Lally School of Management
BS
1997-2001 - Rensselaer Polytechnic Institute
BS
1997-2001 - Cushing Academy
High School
1995-1997
Brian Boswell Skills
- 529
- 529 Plans
- Advisor Distribution
- Analysis
- Analytics
- Asset Allocation
- Asset Management
- CFP
- Certified Financial Planner
- Client Services
- College Planning
- Customer Relations
- Excel
- FINRA
- Finance
- Financial Analysis
- Financial Modeling
- Financial Planning
- Financial Services
- Investment Products
- Investment Research
- Investments
- Key Account Management
- Management
- Media Relations
- Microsoft Excel
- Microsoft Office
- Microsoft PowerPoint
- Microsoft Word
- Morningstar
- Mutual Funds
- Photoshop
- Portfolio Management
- PowerPoint
- Presentation Skills
- Public Speaking
- Qualitative Research
- Quantitative Research
- Relationship Management
- Research
- Sales
- Securities
- Series 24
- Series 7
- Statistics
- Technical Analysis
- Wealth Management
- Word
- Writing
- Leadership
- Marketing
- Strategic Planning
- Business Development
Brian Boswell Summary
- Brian Boswell, based in Malden, MA, US, is currently a Senior Adviser at Newbridge Wealth Management. Brian Boswell brings experience from previous roles at 529 Expert, LLC, Forbes, Commonwealth Financial Group and Saving For College. Brian Boswell holds a 2018 - 2019 Online Certificate in Financial Planning @ Bryant University. With a robust skill set that includes 529, 529 Plans, Advisor Distribution, Analysis, Analytics and more. Brian Boswell has 4 emails and 2 mobile phone numbers on RocketReach.
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Top Newbridge Wealth Management Employees
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