Michael Boggio Location
Bethesda, MD, US
Michael Boggio Work
- 2023 - now Senior Wealth Consultant @ Charles Schwab
- 2022 - 2023 Regional Insurance Strategist @ Truist Life Insurance Services
- 2018 - 2022 Managing Director - Wilmington @ Melvin Group
- 2016 - 2018 Senior Wealth Advisor @ Capital Investment Companies
- 2012 - 2016 Senior Wealth Advisor @ IronGate Partners, Inc.
- 2008 - 2012 Co-Founder @ Old North State Wealth Management, LLC
- 2009 - 2010 Board of Trustees @ New Hanover Regional Medical Center
- 2005 - 2008 Wealth Advisor @ Morgan Stanley
- 1995 - 2005 Investment Strategist @ Family Office
- 1994 - 1995 Equity Research Analyst @ Institutional Capital LLC.
Michael Boggio Education
- University of Denver - Daniels College of Business
MBA (Finance)
1992 - 1994 - DeSales University
Bachelor's (Business)
1986 - 1990 - CBA
Michael Boggio Skills
- Wealth Management
- Investment Strategies
- Hedge Funds
- Mutual Funds
- Portfolio Management
- ETFs
- Series 7
- Series 63
- Asset Management
- Risk Management
Michael Boggio Summary
Michael Boggio, based in Bethesda, MD, US, is currently a Senior Wealth Consultant at Charles Schwab. Michael Boggio brings experience from previous roles at Truist Life Insurance Services, Melvin Group, Capital Investment Companies and IronGate Partners, Inc.. Michael Boggio holds a 1992 - 1994 MBA in Finance @ University of Denver - Daniels College of Business. With a robust skill set that includes Wealth Management, Investment Strategies, Hedge Funds, Mutual Funds, Portfolio Management and more. Michael Boggio has 4 emails and 7 mobile phone numbers on RocketReach.
5 free lookup(s).
No credit card required.
If you need more lookups,
subscriptions start at $34 USD/month.
Looking for a different Michael Boggio?
Find contact details for 700 million professionals.
Top Charles Schwab Employees
-
Andrew D'Anna
Chief Operating Officer, Retail at Charles Schwab
San Francisco, CA, US22 -
Christopher Johnson
Managing Director, Global Head of Trading at Charles Schwab
Jersey City, NJ, US32 -
25+
-
35+
-
33
How It Works
Get a Free Account
Sign up for a free account. No credit card required. Up to 5
free lookups.
Search the #1
Contact Database
Get contact details of over 700M profiles across 60M
companies – all with industry-leading accuracy. Sales and Recruiter users, try out our
Email Finder Extension.
Use our
AI-Powered
Email Finder
Find business and personal emails and mobile phone numbers
with exclusive coverage across niche job titles, industries, and more
for unparalleled targeting. Also
available via our
Contact Data API.
G2Crowd Trusted
300K+
Plugin Users
