Boola Sourial

Client Management at CAPTRUST

Boola Sourial has a diverse work experience spanning several industries. They began their professional career as an intern at Mike Boyle's Strength and Conditioning, where they instructed and guided teams through various exercises. Afterwards, they worked as a personal trainer at Fitness Together and as an intern at the College of the Holy Cross in varsity strength and conditioning. They then joined The Sports Club/LA as an Advantage Trainer. In 2018, they transitioned to the financial industry, starting at Commonwealth Financial Group as a Financial Services Representative, offering securities through MML Investors Services, LLC. They later became a Financial Planner at the same company. In 2020, they joined Cammack Retirement Group as an Account Manager and in 2021, they joined CAPTRUST in a Client Management role.

Boola Sourial completed their Bachelor's degree in Exercise Science at Bridgewater State University from 2004 to 2009. Before that, they attended Oliver Ames High School from 2000 to 2004. They have also obtained a certification as a Certified Plan Fiduciary Advisor (CPFA®) from the National Association of Plan Advisors in January 2023.

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Timeline

  • Client Management

    February, 2021 - present