![Meghan Boccard](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
Meghan Boccard
Plus aucun poste en cours
Finance
Consumer Services
Profil
Ms. Meghan Boccard is a Sales Associate at 360 Wealth Management Group.
She joined 360 Wealth Management in December 2011.
She has worked in the financial services industry since 2006 as a sales assistant with the NYC branch of Morgan Stanley and Wachovia.
Her group specialized in international private wealth management, with a focus on Latin America.
She also has experience working with BlueCrest Capital Management, a hedge fund based in the United Kingdom.
Ms. Boccard is a graduate of Moravian College in Pennsylvania where she played soccer both domestically and abroad in the UK.
In her spare time she enjoys exploring the Tampa Bay area, playing soccer, and trying the many international restaurants around town.
Anciens postes connus de Meghan Boccard
| Sociétés | Poste | Fin |
|---|---|---|
Wachovia Corp.
 Wachovia Corp. Major BanksFinance Provides commercial and retail banking services | Corporate Officer/Principal | - |
BC Capital Management Services Ltd.
 BC Capital Management Services Ltd. Investment ManagersFinance Alternative Investment Manager | Corporate Officer/Principal | - |
| MORGAN STANLEY | Corporate Officer/Principal | - |
360 Wealth Management Group
 360 Wealth Management Group Investment ManagersFinance 360 Wealth uses a proactive, multi-step process and a 360-degree approach to wealth management and financial planning to create plans that are designed to encompass all aspects of their client’s financial life. | Sales & Marketing | - |
Formation de Meghan Boccard
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Sociétés liées
| Entreprise privées | 5 |
|---|---|
Wachovia Corp.
Wachovia Corp. Major BanksFinance Provides commercial and retail banking services | Finance |
Morgan Stanley
 Morgan Stanley Investment ManagersFinance Provides wealth and asset management, trading & investment banking services | Finance |
Moravian College
 Moravian College Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
BC Capital Management Services Ltd.
BC Capital Management Services Ltd. Investment ManagersFinance Alternative Investment Manager | Finance |
360 Wealth Management Group
360 Wealth Management Group Investment ManagersFinance 360 Wealth uses a proactive, multi-step process and a 360-degree approach to wealth management and financial planning to create plans that are designed to encompass all aspects of their client’s financial life. | Finance |
