Pierre Bossaert
Directeur Financier/CFO chez AdviceAmerica, Inc.
Profil
Pierre Bossaert is Vice President of Financial Planning for AdviceAmerica.com, Inc. Prior to joining AdviceAmerica, he worked at Charles Schwab’s Investment Advice Enterprise.
Previously, Mr. Bossaert held various positions at Citibank NA and American Express Financial Advisors.
He has 22 years of experience in financial services and product development.
Mr. Bossaert received a BS degree from Santa Clara University and a MS degree in Personal Financial Planning from the College for Financial Planning.
Postes actifs de Pierre Bossaert
| Sociétés | Poste | Début |
|---|---|---|
AdviceAmerica, Inc.
 AdviceAmerica, Inc. Packaged SoftwareTechnology Services AdviceAmerica.com, Inc. provides web-based financial planning software. It offers financial planning software that delivers financial planning, automated advice, portfolio management, and asset allocation modeling. The company was founded by Purna Pareek in 1999 and is headquartered in Fremont, CA. | Directeur Financier/CFO | - |
Anciens postes connus de Pierre Bossaert
| Sociétés | Poste | Fin |
|---|---|---|
Citibank NA (New York)
 Citibank NA (New York) Major BanksFinance Citibank NA engages in the provision of banking services. It offers retail and commercial banking; credit cards; banking, capital markets, and advisory; markets and securities services; private banking; and treasury and trade solutions. The company was founded on June 16, 1812 and is headquartered in New York, NY. | Corporate Officer/Principal | - |
| CHARLES SCHWAB | Corporate Officer/Principal | - |
Formation de Pierre Bossaert
| Santa Clara University | Undergraduate Degree |
| The College for Financial Planning, Inc. | Graduate Degree |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Sociétés cotées | 1 |
|---|---|
| CHARLES SCHWAB | Finance |
| Entreprise privées | 2 |
|---|---|
AdviceAmerica, Inc.
AdviceAmerica, Inc. Packaged SoftwareTechnology Services AdviceAmerica.com, Inc. provides web-based financial planning software. It offers financial planning software that delivers financial planning, automated advice, portfolio management, and asset allocation modeling. The company was founded by Purna Pareek in 1999 and is headquartered in Fremont, CA. | Technology Services |
Citibank NA (New York)
Citibank NA (New York) Major BanksFinance Citibank NA engages in the provision of banking services. It offers retail and commercial banking; credit cards; banking, capital markets, and advisory; markets and securities services; private banking; and treasury and trade solutions. The company was founded on June 16, 1812 and is headquartered in New York, NY. | Finance |
