Sandy Bolton Email & Phone Number
Executive Vice President, Head of Wealth Management Solutions @ Financial Services Company
Sandy Bolton's Location
Philadelphia, PA, US
Sandy Bolton's Work
- Executive Vice President, Head of Wealth Management Solutions @ Financial Services Company
- Senior Advisor @ FS Investments
- Chief Integration Officer, Managing Director @ FS Investments
- Managing Director, Head of Managed Investments - Investment Solutions Group @ Bank of America Merrill Lynch
- Member Board of Directors @ Expect Miracles Foundation - Financial Services Against Cancer
- Managing Director, Investment Solutions and Bny Intermediary Analytics @ Pershing, a BNY Mellon company
- Director, Mutual Funds and Etfs @ TD Ameritrade
- Compliance Marketing Consultant @ Goldman Sachs
- Executive Director, Interactive Marketing @ Morgan Stanley
- Mutual Funds @ Merrill Lynch
Sandy Bolton's Education
- Fairleigh Dickinson University
Master of Business Administration (Finance)
1992 - 1996 - The College of New Jersey
Bachelor of Science (Business Administration, Business)
1986 - 1990
Sandy Bolton's Skills
- Series 7
- Series 66
- Series 24
- Mutual Funds
- Alternative Investments
- Insurance
- Annuities
- ETFs
- Financial Services
- Wealth Management
Sandy Bolton's Summary
Sandy Bolton, based in Philadelphia, PA, US, is currently a Executive Vice President, Head of Wealth Management Solutions at Ameriprise Financial Services, Inc., bringing experience from previous roles at Fs Investments, Bank of America Merrill Lynch and Expect Miracles Foundation - Financial Services Against Cancer. Sandy Bolton holds a 1992 - 1996 Master of Business Administration in Finance @ Fairleigh Dickinson University. With a robust skill set that includes Series 7, Series 66, Series 24, Mutual Funds, Alternative Investments and more, Sandy Bolton contributes valuable insights to the industry. Sandy Bolton has 6 emails on RocketReach.
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