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Mathew Bosley Email & Phone Number
Manager, Client Service
at
Focus Partners Wealth
1 work email found
@fortpittcapital.com
LinkedIn matched
✓ Verified July 2026
4 data sources
Profile completeness 100%
Current company
Role
Manager, Client Service
Location
Ellwood City, Pennsylvania, United States
Company size
Who is Mathew Bosley? Overview
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Quick answer
Mathew Bosley is listed as Manager, Client Service at Focus Partners Wealth, a with 1218 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.
Company email context
Email format at Focus Partners Wealth
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{first_initial}{last}@fortpittcapital.com
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AeroLeads found 1 current-domain work email signal for Mathew Bosley. Compare company email patterns before reaching out.
Profile bio
About Mathew Bosley
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.
Current workplace
Mathew Bosley's current company
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Focus Partners Wealth
8 roles
Mathew Bosley work experience
A career timeline built from the work history available for this profile.
Client Relationship Specialist
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.
Client Service Specialist
Your Own Retirement, Llc
- 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 other financial news.- Overall operations and compliance oversight for office branch.
Oct 2019 - Mar 2020
Relationship Specialist Advisor Services
- 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 investments, penny stocks, and foreign securities.
Jan 2016 - May 2019
Assistant Store Manager
- Advised and assisted in overall store operations.- Advised and assisted in overall personnel matters.- Customer service.
Jan 2014 - Jan 2016
Corporate Management Intern
- 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.
Aug 2013 - Dec 2013
Market Immunization Coordinator
- 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.
Aug 2012 - Aug 2013
Sr. Pharmacy Technician
- Customer service.- Responsible for personnel training.- Advised and assisted in pharmacy operations.
Aug 2006 - Aug 2012
4 education records
Mathew Bosley education
Bachelor Of Business Administration (Bba), Business Administration And Management, General
Bachelor Of Management, Business Administration And Management, General
Associate In Business - General Requirements, Business Administration And Management, General
Associate Of Arts (Aa), Business Administration And Management, General
FAQ
Frequently asked questions about Mathew Bosley
Quick answers generated from the profile data available on this page.
What company does Mathew Bosley work for?
Mathew Bosley works for Focus Partners Wealth.
What is Mathew Bosley's role at Focus Partners Wealth?
Mathew Bosley is listed as Manager, Client Service at Focus Partners Wealth.
What is Mathew Bosley's email address?
AeroLeads has found 1 work email signal at @fortpittcapital.com for Mathew Bosley at Focus Partners Wealth.
Where is Mathew Bosley based?
Mathew Bosley is based in Ellwood City, Pennsylvania, United States while working with Focus Partners Wealth.
What companies has Mathew Bosley worked for?
Mathew Bosley has worked for Focus Partners Wealth, Fort Pitt Capital Group, Your Own Retirement, Llc, Charles Schwab, and Walgreens.
How can I contact Mathew Bosley?
You can use AeroLeads to view verified contact signals for Mathew Bosley at Focus Partners Wealth, including work email, phone, and LinkedIn data when available.
What schools did Mathew Bosley attend?
Mathew Bosley holds Bachelor Of Business Administration (Bba), Business Administration And Management, General from Ottawa University-Phoenix.
What skills is Mathew Bosley known for?
Mathew Bosley is listed with skills including Pharmacy, Community Pharmacy, Pharmacy Technicians, Medication Therapy Management, and Pharmacy Practice.
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