Valerie J. Bowman
President & CEO @Management Wealth
Atlanta, GA, US
EMAILS
MOBILE NUMBERS
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WORK HISTORY
Jul 2019 — Present
President & CEO @Management Wealth
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EDUCATION
2020 — 2020
Yale School of Management
Wealth Management Theory & Practice , A CPWA® Certification Registered Education Program
N/A
The American College of Financial Services
CAP®, Chartered Advisor in Philanthropy
N/A
Loyola University Chicago
BA, Accounting, Taxation
2020
Financial Planning Association & American Heart Association
Mastery Certificate in Philanthropic Solutions, Estate Planning
SKILLS
Public SpeakingRetirementTaxMutual FundsAnnuitiesWriter403(B) PlansManaged AccountsTrust Department Tax ExperienceAccountingFinancial ServicesKeynoteAuthorPersonal Financial PlanningDefined ContributionLeadershipTrainingIndividual TaxMotivational Speaking457 PlansDefined Benefit
ABOUT VALERIE J. BOWMAN
Ms. Bowman is a Certified Private Wealth Advisor® professional, a Chartered Advisor in…
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