Kirsten Bosch
Senior Vice President, Transitions (Supporting Six Firms with over 10,000 Advisors) @Advisor Group
Los Angeles, CA, US
EMAILS
MOBILE NUMBERS
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WORK HISTORY
Jan 2019 — Present
Senior Vice President, Transitions (Supporting Six Firms with over 10,000 Advisors) @Advisor Group
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Los Angeles, CA, US
Provide direction and leadership to the Transitions Teams at the Advisor Group Broker-Dealers: FSC Securities Corporation, Royal Alliance Associates, Inc, SagePoint Financial, Inc, Securities America, Triad Advisors, and Woodbury Financial Services, Inc.
EDUCATION
N/A
Biola University
Bachelor of Science (B.S.)
SKILLS
Retirement PlanningPortfolio ManagementFinraMutual FundsRelationship ManagementSeries 7RetirementInvestmentsInvestment AdvisoryFinancial ServicesTeam LeadershipSeries 24Organization & Prioritization SkillsWealth ManagementNon-Profit VolunteerFundraisingBudget OversightAsset ManagementAccount ManagementTimeline DevelopmentStrategic PlanningNon-Profit AdministrationDecision MakingProject ManagementFixed AnnuitiesProblem SolvingTrainingVolunteer ManagementTime ManagementNon-Profit LeadershipCustomer ServiceProgram DevelopmentDepartment Budget ManagementSeries 63
ABOUT KIRSTEN BOSCH
Experienced client-facing executive with a demonstrated history of working in the…
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