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@fortpittcapital.com
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Mathew Bosley is listed as Client Relationship Specialist at Fort Pitt Capital Group at Fort Pitt Capital Group, a company with 52 employees, based in Ellwood City, Pennsylvania, United States. AeroLeads shows a work email signal at fortpittcapital.com and a matched LinkedIn profile for Mathew Bosley.
Mathew Bosley previously worked as Client Relationship Specialist at Fort Pitt Capital Group and Client Service Specialist at Your Own Retirement, Llc. Mathew Bosley holds Bachelor Of Business Administration (Bba), Business Administration And Management, General from Ottawa University-Phoenix.
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AeroLeads found 1 current-domain work email signal for Mathew Bosley. Compare company email patterns before reaching out.
I have worked in the financial services industry since I graduated from Ottawa University. I started in the Phoenix regional office of Charles Schwab. I finished my time at Charles Schwab on a team responsible for 250 investment advisory firms’ back-office operations. When I became aware that Fort Pitt Capital was looking to add a Client Relationship Specialist, I decided to put my education, my passion for helping people, and m depth of financial industry knowledge to work.I, my wife Felicia, and our daughter recently moved to my home state of Pennsylvania from Arizona. Felicia and I enjoy spending time with family and look forward to exploring local areas.
Listed skills include Pharmacy, Community Pharmacy, Pharmacy Technicians, Medication Therapy Management, and 1 others.
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A career timeline built from the work history available for this profile.
Pittsburgh, Pennsylvania, United States
As a Client Relationship Specialist, I help with onboarding new clients, preparing and scheduling client portfolio reviews, transferring and allocating client funds, communicating to the trade team, client correspondences, and other account inquires.
Cranberry Township, Pennsylvania, United States
- Creating customized client financial plans to help reach retirement and investment goals.- Building and maintaining client relationships.- Using a mix of annuities, life/health, and security investment vehicles to accomplish client financial goals.- Educating clients through seminars and workshops on various financial tools, current market trends, and.
Phoenix, Arizona, United States
- Assist with client issues related to investments, tax reporting, transfers, and other account information.- Build trust and inspire confidence through exceptional service.- Provide custodial, trading, technology and practice management to independent advisory firms with $2 billion or more of assets under management.- Specialization in alternative.
Phoenix, Arizona, United States
- Advised and assisted in overall store operations.- Advised and assisted in overall personnel matters.- Customer service.
Phoenix, Arizona, United States
- Created new marketing and business development ideas.- Implemented strategic projects to increase total sales and customer count.- Coordinated and implemented strategies for long-term sales growth.
Phoenix, Arizona, United States
- Oversaw immunization offsite program for Arizona, Nevada, Texas, and California.- Created, developed, and managed strategic clients’ accounts.- Formulated then analyzed market research and sales data.- Designed, organized, and hosted presentations / field clinics within the organization and for clients.
Buckeye, Arizona, United States
- Customer service.- Responsible for personnel training.- Advised and assisted in pharmacy operations.
Other employees you can reach at fortpittcapital.com. View company contacts for 52 employees →
Brad Newman, Cfp®
Colleague at Fort Pitt Capital Group
Harrisburg, Pennsylvania, United States, United States
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MB
Mike Blehar
Colleague at Fort Pitt Capital Group
Pittsburgh, Pennsylvania, United States, United States
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JK
Jean Kachur
Colleague at Fort Pitt Capital Group
Pittsburgh, Pennsylvania, United States, United States
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RD
Roman Day
Colleague at Fort Pitt Capital Group
Greater Pittsburgh Region, United States
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KK
Kerry Kelly
Colleague at Fort Pitt Capital Group
Pittsburgh, Pennsylvania, United States, United States
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JG
Jennifer Green
Colleague at Fort Pitt Capital Group
Lancaster Metropolitan Area, United States
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LT
Lisa Tokich
Colleague at Fort Pitt Capital Group
Greater Pittsburgh Region, United States
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FB
Felicia Bosley
Colleague at Fort Pitt Capital Group
Ellwood City, Pennsylvania, United States, United States
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BK
Bailey Kersnick
Colleague at Fort Pitt Capital Group
Greater Pittsburgh Region, United States
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RB
Raquel Branchik
Colleague at Fort Pitt Capital Group
Ambridge, Pennsylvania, United States, United States
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Quick answers generated from the profile data available on this page.
Mathew Bosley works for Fort Pitt Capital Group.
Mathew Bosley is listed as Client Relationship Specialist at Fort Pitt Capital Group at Fort Pitt Capital Group.
AeroLeads has found 1 work email signal at @fortpittcapital.com for Mathew Bosley at Fort Pitt Capital Group.
Mathew Bosley is based in Ellwood City, Pennsylvania, United States while working with Fort Pitt Capital Group.
Mathew Bosley has worked for Fort Pitt Capital Group, Your Own Retirement, Llc, Charles Schwab, and Walgreens.
Mathew Bosley's colleagues at Fort Pitt Capital Group include Brad Newman, Cfp®, Mike Blehar, Jean Kachur, Roman Day, and Kerry Kelly.
You can use AeroLeads to view verified contact signals for Mathew Bosley at Fort Pitt Capital Group, including work email, phone, and LinkedIn data when available.
Mathew Bosley holds Bachelor Of Business Administration (Bba), Business Administration And Management, General from Ottawa University-Phoenix.
Mathew Bosley is listed with skills including Pharmacy, Community Pharmacy, Pharmacy Technicians, Medication Therapy Management, and Pharmacy Practice.
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