Bryan Bostic Email & Phone Number
Internal Wholesaler @ Equitable
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Bryan Bostic Location
- Charlotte, NC, US
Bryan Bostic Work
- Internal Wholesaler @ (January 2025 - Present)
- Wealth Consulting Intern @ (May 2022 - January 2025)
Bryan Bostic Education
- Penn State University
Bachelor of Science - BS (Finance & Economics)
2020-2024
Bryan Bostic Skills
- AdvicePay
- Budgeting
- Business Administration
- Consulting
- Economics
- Emoney
- Finance
- Financial Advisory
- Financial Management
- Financial Modeling
- Fundraising
- Individual Retirement Accounts (IRA)
- Investment Research
- Microsoft Excel
- Money Guide Pro
- Monte Carlo Simulation
- Mutual Funds
- Portfolio Management
- Qualified Retirement Plans
- Retirement Benefits
- Retirement Plan Consulting
- Retirement Planning
- Retirement Savings
- Wealth Management Services
Bryan Bostic Summary
- Bryan Bostic, based in Charlotte, NC, US, is currently a Internal Wholesaler at Equitable. Bryan Bostic brings experience from previous roles at Mosaic Wealth Consulting . Bryan Bostic holds a 2020 - 2024 Bachelor of Science - BS in Finance & Economics @ Penn State University. With a robust skill set that includes AdvicePay, Budgeting, Business Administration, Consulting, Economics and more. Bryan Bostic has 2 emails on RocketReach.
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Top Equitable Employees
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Michael Savage
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Gina Tyler
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William Eckert
Senior Vice President, Chief Accounting Officer
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Erik Bass
Chief Strategy Officer
New York, NY, US
Daniel Morelli
Chief Financial Officer - Wealth Management
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Steve Scanlon
Managing Director and Head of Individual Retirement
Kansas City, MO, US
Jessica Baehr
President, Equitable Investment Management, LLC
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Nick Lane
President
United States
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