Mark Bosley Email & Phone Number
Project Manager
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Mark Bosley Location
- Broomfield, CO, US
Mark Bosley Work
- 2025 -now Project Manager @ Townsend Retirement
- 2023 -2025 Wealth Management Senior Project and Change Management consultant @
- 2021 -2023 Wealth Management Business Development and Client Relationship Manager @
- 2018 -2021 Project Manager, Contact Center Operations | Rollover Specialist @
- 2016 -2018 Financial Services Contact Center Consultant @
- 2013 -2016 Financial Advisor @
- 2013 -2013 College Agent and Intern @
Mark Bosley Education
- The Ohio State University
Bachelor of Arts (B.A.) (Economics)
2008-2013 - Bishop Watterson High School 2004-2008
Mark Bosley Skills
- Business Planning
- IRAs
- Personal Financial Planning
- Wealth Preservation
- Education Funding
- Succession Planning
- Lifetime Income
- 401k
- Estate Planning
- Sales
- Education Funding Strategies
- Retirement Planning
- Financial Advisory
- PowerPoint
- Problem Solving
- Retirement Income Strategies
- Multi Generational Wealth Transfer
- Protection
- Personal Finance
- Strategic Financial Planning
- Life Insurance
- Fixed Annuities
- Lifetime Income Strategies
- Asset Management
- Small Business
- Investments
- Account Management
- Leadership
- Long Term Care
- Relationship Management
- Asset Protection
- Investment Advisory
- Long Term Care Insurance
- Business Development
- Financial Planners
- Asset Allocation
- Time Management
- Employee Benefits
- Training
- Securities
- Strategic Planning
- Insurance
- Financial Services
- Wealth
- Series 6
- Risk Management
- Legacies
- Protection Planning/family Security
- Wealth Management
- Mutual Funds
- Wealth Preservation Planning
- Investment Management
- Research
- Retirement Income
- Economics
- Accounting
- 401k Rollovers
- Multi Generational
- Life Insurance Strategies
- Buy Sell Agreements
- Variable Annuities
- Whole Life Insurance
- Multi Generational Planning
- Equity Indexed Annuities
- Eagle Scout
Mark Bosley Summary
- Mark Bosley, based in Broomfield, CO, US, is currently a Project Manager at Townsend Retirement. Mark Bosley brings experience from previous roles at TIAA. Mark Bosley holds a 2008 - 2013 Bachelor of Arts (B.A.) in Economics @ The Ohio State University. With a robust skill set that includes Business Planning, IRAs, Personal Financial Planning, Wealth Preservation, Education Funding and more.
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