Brian Boswell Email & Phone Number
Senior Adviser @ Newbridge Wealth Management
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Brian Boswell Location
- Malden, MA, US
Brian Boswell Work
- 2022 -now Senior Adviser @
- 2017 -now President @
- 2016 -now Contributor @
- 2019 -2022 Financial Planner @
- 2016 -2017 VP, Research and Development @
- 2014 -2016 Director, Advisor Distribution @
- 2008 -2014 National Accounts Manager @
- 2005 -2008 Research Analyst @
- 2002 -2005 Investment Analyst @
Brian Boswell Education
- Bryant University
Online Certificate in Financial Planning (Financial Planning and Services)
2018-2019 - Rensselaer Polytechnic Institute - The Lally School of Management and Technology
BS (Management)
1997-2001 - Rensselaer Polytechnic Institute
BS (Electronic Media, Arts & Communications)
1997-2001 - Cushing Academy
High School (High School/Secondary Diplomas and Certificates)
1995-1997
Brian Boswell Skills
- Advisor Distribution
- Investments
- Mutual Funds
- Analysis
- 529 Plans
- Asset Management
- Financial Services
- Writing
- Research
- Series 7
- Finance
- Microsoft Office
- Word
- PowerPoint
- Excel
- Morningstar
- Photoshop
- Public Speaking
- Microsoft Excel
- Key Account Management
- Financial Modeling
- Media Relations
- Qualitative Research
- Quantitative Research
- Customer Relations
- Investment Products
- Statistics
- Financial Analysis
- Securities
- Technical Analysis
- Sales
- Management
- Relationship Management
- Asset Allocation
- Portfolio Management
- Analytics
- Leadership
- Marketing
- Strategic Planning
- Business Development
- FINRA
- Financial Planning
- Wealth Management
- College Planning
- Presentation Skills
- Certified Financial Planner
- CFP
- Series 24
- Investment Research
- Client Services
- Microsoft Word
- Microsoft PowerPoint
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 in Financial Planning and Services @ Bryant University. With a robust skill set that includes Advisor Distribution, Investments, Mutual Funds, Analysis, 529 Plans and more. Brian Boswell has 4 emails and 2 mobile phone numbers on RocketReach.
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