Mike Bos Email & Phone Number
Director Product Strategy | Client Solutions Consultant @ InvestCloud, Inc.
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Mike Bos Location
- Phoenix, AZ, US
Mike Bos Work
- 2018 -now Director Product Strategy | Client Solutions Consultant @
- 2017 -2018 Sr. Manager, Financial Services Advisory, Wealth and Asset Management @
- 2017 -2017 Vice President, Risk - Resolution Planning @
- 2014 -2017 Vice President, Solutions Consulting @
- 2012 -2014 Sr. Manager, Financial Services Advisory, Wealth and Asset Management @
- 2008 -2012 Sr. Product Manager - Unified Managed Accounts Platform (UMA) @
- 2000 -2007 Relationship Manager @ CheckFree Investment Services - Acquired by Fiserv Inc.
Mike Bos Education
- University of Tampa - John H. Sykes College of Business
MBA
1997-1998 - Western Michigan University
Mike Bos Skills
- Product Management
- Client Relationship Building
- Product Development
- Client Services
- Process Improvement
- Financial Services
- Business Analysis
- CRM
- Business Process Improvement
- Portfolio Management
- Vendor Management
- SDLC
- Wealth Management
- Integration
- Management Consulting
- Analytics
- Strategy
- Cross-functional Team Leadership
- Cross Functional Team
- Sales
- Financial Risk
- Finance
- Client Relationship
- Marketing
- Business Process
- Cross Functional Team Leadership
- Business Strategy
Mike Bos Summary
- Mike Bos, based in Phoenix, AZ, US, is currently a Director Product Strategy | Client Solutions Consultant at InvestCloud, Inc.. Mike Bos brings experience from previous roles at EY, Northern Trust Corporation and Ernst & Young. Mike Bos holds a 1997 - 1998 MBA @ University of Tampa - John H. Sykes College of Business. With a robust skill set that includes Product Management, Client Relationship Building, Product Development, Client Services, Process Improvement and more. Mike Bos has 2 emails and 1 mobile phone numbers on RocketReach.
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