Robert Bosco Email & Phone Number
Senior Vice President - Wealth Management, CFP®, Senior Portfolio Manager @ UBS Group AG
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Robert Bosco Location
- Boston, MA, US
Robert Bosco Work
- 2004 -now Senior Vice President - Wealth Management, CFP®, Senior Portfolio Manager @
- 1996 -2004 Senior Vice President, Investments @
- 1994 -1996 Financial Advisor @
- 1992 -1994 Sales Representative @ Arjo-Century Distributing, Inc.
- 1990 -1992 Sales Representative @
- 1988 -1990 Financial Analyst @
Robert Bosco Education
- Center for Financial Planning
Certified Financial Planner (Financial Planning)
2007-2008 - Isenberg School of Management, UMass Amherst
B.S./B.A (Finance)
1984-1988 - Winchester High School
Robert Bosco Skills
- Employee stock option services
- Asset Allocation
- Corporate executives
- Retirement planning
- Wealth Management Services
- Wealth management
- Financial planning
- Cash management
- Education funding
Robert Bosco Summary
- Robert Bosco, based in Boston, MA, US, is currently a Senior Vice President - Wealth Management, CFP®, Senior Portfolio Manager at UBS. Robert Bosco brings experience from previous roles at Morgan Stanley Investment Management, Prudential Securities, Arjo-Century Distributing, Inc. and Pitney Bowes. Robert Bosco holds a 2007 - 2008 Certified Financial Planner in Financial Planning @ Center for Financial Planning. With a robust skill set that includes Employee stock option services, Asset Allocation, Corporate executives, Retirement planning, Wealth Management Services and more. Robert Bosco has 4 emails and 1 mobile phone numbers on RocketReach.
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