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Curtis Packer Email & Phone Number

Chief Compliance Officer, Investment Advisor Representative at B.O.S.S. Retirement Solutions
Location: Lehi, Utah, United States 8 work roles 1 school
1 work email found @bowg.com 5 phones found area 801 LinkedIn matched
✓ Verified May 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email · 5 phones

Work email c****@bowg.com
Direct phone (801) ***-****
LinkedIn Profile matched
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Role
Chief Compliance Officer, Investment Advisor Representative
Location
Lehi, Utah, United States
Company size

Who is Curtis Packer? Overview

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Quick answer

Curtis Packer is listed as Chief Compliance Officer, Investment Advisor Representative at B.O.S.S. Retirement Solutions, a company with 28 employees, based in Lehi, Utah, United States. AeroLeads shows a work email signal at bowg.com, phone signal with area code 801, and a matched LinkedIn profile for Curtis Packer.

Curtis Packer previously worked as Operations Manager, Investmest Advisor Representative at B.O.S.S. Retirement Solutions and Marketing Manager at Associated Food Stores. Curtis Packer holds Marketing, Bachelor Of Arts (Ba), Marketing from University Of Utah - David Eccles School Of Business.

Company email context

Email format at B.O.S.S. Retirement Solutions

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{first_initial}{last}@bowg.com
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AeroLeads found 1 current-domain work email signal for Curtis Packer. Compare company email patterns before reaching out.

Profile bio

About Curtis Packer

Highly adaptable, versatile professional. Skilled communicator, able to quickly assimilate new, technical concepts, and present them within the context of higher-level strategies. Understand how to navigate and maximize the resources of an organization in large and small companies. Hard-working professional who is always looking for new challenges.

Listed skills include Product Marketing, Direct Marketing, Writing, Team Building, and 48 others.

Current workplace

Curtis Packer's current company

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B.O.S.S. Retirement Solutions
B.O.S.S. Retirement Solutions
Chief Compliance Officer, Investment Advisor Representative
lehi, utah, united states
Employees
28
AeroLeads page
8 roles

Curtis Packer work experience

A career timeline built from the work history available for this profile.

Chief Compliance Officer, Investment Advisor Representative

Current

Lehi, Utah, United States

  • Manage and execute policies and procedures, professional standards, accepted business practices, and internal systems of control necessary to achieve compliance to state and federal laws and regulations in the.
  • Monitor and test policies and procedures to ensure they can result in compliance
  • Conduct risk assessments and compliance reviews to ensure policies and procedures are being followed
  • Responsible for establishing and setting the tone of compliance throughout the organization
  • Familiar with Federal Securities regulations such as the Investment Company Act of 1940, the Investment Advisers Act of 1940, Securities Exchange Act of 1933, and Regulation CF, etc.
Mar 2020 - Present

Operations Manager, Investmest Advisor Representative

Lehi, Utah, United States

Manage new business processing team to ensure established policies, procedures, and legal requirements are followed while professionally and efficiently opening and funding new client accounts.

Marketing Manager

Salt Lake City Metropolitan Area

  • Responsible for brand development and launch of private label brands, including all research, positioning, messaging, brand identity, content and asset development, media planning, etc.
  • Oversee development, implementation and execution of strategic omni-channel marketing plans to increase sales for corporate and independent retailers—with an emphasis on retail pharmacies and community health services.
  • Oversee development and go-to-market strategies of mobile apps. Work with technology departments and vendors to ensure necessary integration and performance meet objectives and customer needs. Key Achievements
  • Developed the branding and launch campaign for new product--which exceeded first-year sales goals by 300%.
  • Launched integrated pharmacy marketing campaign for multiple pharmacy chains which resulted in an increase of 4% in pharmacy sales in six months--including a 20% increase in vaccine sales.
Mar 2009 - Oct 2016

Product Marketing Manager

Salt Lake City Metropolitan Area

  • Developed top-level messaging and positioning for all company products and services.
  • Designed and drove implementation of consistent branding through all marketing materials and product interfaces.
  • Launched go-to-market strategies for products sold directly to some of the world’s largest healthcare, insurance, financial services, high tech, and telecommunications organizations.
  • Helped developed joint offerings with technology alliance partners, including VeriSign, IBM, Microsoft, Verizon Business, etc.
  • Collaborated with channel marketing organization to create and execute programs and campaigns.Key Achievements:
  • Wrote and designed corporate collateral library and sales tools from three items to 15+ items within a one-year period (including website, flash video demos, product sales sheets, business case brochure, partner.
Apr 2007 - Nov 2008

Programs Director

Utah Advertising Federation

Salt Lake City Metropolitan Area

Served a one-year term on the board of directors for the Utah Advertising Federation.Responsibilities included programming for the federation's monthly luncheon series.Ability to follow-through and pay attention to details resulted in a very successful year.Assisted other Directors with projects and events to ensure success of the entire federation.

Jun 2007 - May 2008

Media Director

Salt Lake City Metropolitan Area

  • Led and directed entire Media Department.
  • Oversaw research, development, and implementation of marketing and media projects.
  • Negotiated client projects and cultivated client relationships.
  • Ensured budget and target audience objectives were met.
  • Worked with management team on new business initiatives.
Sep 2002 - Mar 2007

Account Director

Salt Lake City Metropolitan Area

  • Did concurrently with Media Director responsibilities
  • Developed and managed project plans and strategies for key accounts to achieve marketing and sales goals.
  • Led and directed creative and production teams for key client projects.
  • Managed project profitability across all agency departments for key clients.
  • Developed and maintained favorable relationships with new and existing clients in order to increase revenue.
  • Gained and maintained familiarity with clients' products, industries, and competitors.Key Achievements
Sep 2002 - Mar 2007

Senior Media Planner/Buyer

Rare Method Interactive

Salt Lake City Metropolitan Area

  • Responsible for research and development of media plans, identifying target audience and ideal media outlets.
  • Recommended media mix and frequency to meet budget and sales objectives.
Sep 1997 - Aug 2002
Team & coworkers

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1 education record

Curtis Packer education

FAQ

Frequently asked questions about Curtis Packer

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What company does Curtis Packer work for?

Curtis Packer works for B.O.S.S. Retirement Solutions.

What is Curtis Packer's role at B.O.S.S. Retirement Solutions?

Curtis Packer is listed as Chief Compliance Officer, Investment Advisor Representative at B.O.S.S. Retirement Solutions.

What is Curtis Packer's email address?

AeroLeads has found 1 work email signal at @bowg.com for Curtis Packer at B.O.S.S. Retirement Solutions.

What is Curtis Packer's phone number?

AeroLeads has found 5 phone signal(s) with area code 801 for Curtis Packer at B.O.S.S. Retirement Solutions.

Where is Curtis Packer based?

Curtis Packer is based in Lehi, Utah, United States while working with B.O.S.S. Retirement Solutions.

What companies has Curtis Packer worked for?

Curtis Packer has worked for B.O.S.S. Retirement Solutions, Associated Food Stores, Venafi, Inc., Utah Advertising Federation, and Rare Method Interactive.

Who are Curtis Packer's colleagues at B.O.S.S. Retirement Solutions?

Curtis Packer's colleagues at B.O.S.S. Retirement Solutions include Pam Lawson, Melanie Tingey, Ethan Shamanis, Ed Griffin, and Dennis Larson.

How can I contact Curtis Packer?

You can use AeroLeads to view verified contact signals for Curtis Packer at B.O.S.S. Retirement Solutions, including work email, phone, and LinkedIn data when available.

What schools did Curtis Packer attend?

Curtis Packer holds Marketing, Bachelor Of Arts (Ba), Marketing from University Of Utah - David Eccles School Of Business.

What skills is Curtis Packer known for?

Curtis Packer is listed with skills including Product Marketing, Direct Marketing, Writing, Team Building, Marketing Management, Media Buying, Powerpoint, and Social Media.

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