Mark Bosley Email & Phone Number
Project Manager
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Mark Bosley Location
- Broomfield, CO, US
Mark Bosley Work
- Project Manager @ Townsend Retirement (November 2025 - Present)
- Wealth Management Senior Project and Change Management consultant @ (December 2023 - July 2025)
- Wealth Management Business Development and Client Relationship Manager @ (August 2021 - December 2023)
- Project Manager, Contact Center Operations | Rollover Specialist @ (July 2018 - August 2021)
- Financial Services Contact Center Consultant @ (July 2016 - July 2018)
- Financial Advisor @ (May 2013 - April 2016)
- College Agent and Intern @ (February 2013 - May 2013)
Mark Bosley Education
- The Ohio State University
Bachelor of Arts (B.A.) (Economics)
2008-2013 - Bishop Watterson High School 2004-2008
Mark Bosley Skills
- 401k
- Analytical Skills
- Asset Allocation
- Asset Management
- Business Development
- Business Process Improvement
- Business Transformation
- Change Management
- Client Relations
- Client Services Management
- Client relationship management
- Customer Experience
- Customer Service Management
- Eagle Scout
- Economics
- Employee Benefits
- Equity Indexed Annuities
- Financial Advisory
- Financial Analysis
- Financial Planners
- Financial Planning
- Fixed Annuities
- IRAs
- Insurance
- Investment Advisory
- Investment Management
- Investments
- Investor Relations Management
- Jira
- Leadership
- Leadership Development
- Life Insurance
- Long Term Care Insurance
- Long-term Care
- Management Consulting
- Microsoft Excel
- Microsoft Office
- Microsoft Power BI
- Microsoft PowerPoint
- Microsoft Word
- Mutual Funds
- Personal Financial Planning
- Portfolio Management
- Product Management
- Program Management
- Project Management
- Retirement Planning
- Sales Compensation Manager
- Sales Management
- Securities
- Senior Program Management
- Series 6
- Series 65
- Series 7
- SharePoint
- Strategic Financial Planning
- Team Leadership
- Variable Annuities
- Wealth
- Wealth Accumulation
- Wealth Management
- Wealth Preservation Planning
- Business Planning
- Wealth Preservation
- Education Funding
- Succession Planning
- Lifetime Income
- Estate Planning
- Sales
- Education Funding Strategies
- PowerPoint
- Problem Solving
- Retirement Income Strategies
- Multi Generational Wealth Transfer
- Protection
- Personal Finance
- Lifetime Income Strategies
- Small Business
- Account Management
- Long Term Care
- Relationship Management
- Asset Protection
- Time Management
- Training
- Strategic Planning
- Financial Services
- Risk Management
- Legacies
- Protection Planning/family Security
- Research
- Retirement Income
- Accounting
- 401k Rollovers
- Multi Generational
- Life Insurance Strategies
- Buy Sell Agreements
- Whole Life Insurance
- Multi Generational Planning
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 401k, Analytical Skills, Asset Allocation, Asset Management, Business Development and more. Mark Bosley has 1 mobile phone numbers on RocketReach.
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