Lake Trust
Brian Bosler has a diverse work experience spanning multiple companies. Brian started their career at Lincoln Financial Group in 2006, where they worked as a Reinsurance Accountant, Field Operations Specialist, Financial Analyst, and Derivatives Sr. Accountant. Brian then joined Lake Trust Credit Union in 2012, where they held the positions of Sr. Financial Analyst and AVP Finance. In their roles, Brian was responsible for various financial and analytical tasks such as ALM analysis, budgeting, liquidity monitoring, investment reporting, and regulatory compliance.
Brian Bosler attended Michigan State University from 2002 to 2006, where they obtained a Bachelor of Arts in Business Administration with a focus on Accounting. In addition to their degree, Brian has also obtained certifications, including the Series 27 Financial and Operations Principal and the Series 7 General Securities Representative.
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Lake Trust
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