Cheryl Bozich, CFA, CPA

Cheryl Bozich, CFA, CPA has extensive experience in the financial industry. Cheryl began their career in 1988 as a Senior Auditor at Deloitte. In 1993, they moved to Citicorp as a Vice President. Cheryl then joined Bank of America Merrill Lynch in 1998 as a Director. In 2009, they were promoted to Senior Vice President at Jefferies & Company. Most recently, they worked as an Executive Director at Mizuho Securities USA Inc. from 2011-2020. Since 2020, they have been working as an independent Sales & Business Development Consultant and Dealer Relationship Management / Institutional Sales for BondCliQ.

Cheryl Bozich, CFA, CPA has a comprehensive educational background. Cheryl earned their MBA from Northwestern University - Kellogg School of Management, with a focus in Masters of Management, Finance and Marketing. Cheryl also holds a Bachelor's degree in Accounting from Northern Illinois University. In addition, Bozich is a Chartered Financial Analyst (CFA) certified by the CFA Institute, obtained in May 2001, and a Certified Public Accountant (CPA) certified by the AICPA, obtained in November 1988. Cheryl also holds Series 3, 63 and 7 certifications from FINRA.