Mark Boser Email & Phone Number
Director of Retirement Plan Services, Principal @ ORGEL WEALTH MANAGEMENT, LLC
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Mark Boser Location
- Eau Claire, WI, US
Mark Boser Work
- Director of Retirement Plan Services, Principal @ (October 2013 - Present)
- Retirement Plan Consultant - Orgel Investment Group at RBC Wealth Management @ (April 2012 - October 2013)
- Advisor and Partner @ SevenHills Plan Advisors (May 2002 - April 2012)
- Account Executive @ (January 1997 - January 2002)
Mark Boser Education
- Bethel University
MBA (Business)
2006-2008 - UMN Carlson School of Management
Bachelor of Science (BS) (Finance)
1995-1997 - Anoka Senior High 1990-1993
Mark Boser Skills
- Defined Benefit
- Defined Contribution
- Fiduciary Management
- Fiduciary Services
- Qualified Retirement Plans
- Retirement Plan Consulting
- Retirement Planning
- Investments
- Financial Advisory
- Retirement
- 403 b
- Insurance
- Asset Allocation
- Mutual Funds
- Series 7
- Wealth Management
- Series 63
- Strategic Financial Planning
- Financial Reporting
- Pensions
- 401k
- Tax
- Mergers & Acquisitions
- Accounting
- Employee Benefits
- Public Speaking
- Strategic Planning
- Microsoft Office
- Strategic Financial
- Mergers and Acquisitions
Mark Boser Summary
- Mark Boser, based in Eau Claire, WI, US, is currently a Director of Retirement Plan Services, Principal at ORGEL WEALTH MANAGEMENT, LLC. Mark Boser brings experience from previous roles at RBC Wealth Management, SevenHills Plan Advisors and Great-West. Mark Boser holds a 2006 - 2008 MBA in Business @ Bethel University. With a robust skill set that includes Defined Benefit, Defined Contribution, Fiduciary Management, Fiduciary Services, Qualified Retirement Plans and more. Mark Boser has 2 emails and 3 mobile phone numbers on RocketReach.
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Others Named Mark Boser
Mark Boser
Director of Retirement Plan Services, Principal
Eau Claire, WI, US
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