Bonnie Moser

Bonnie Moser has an extensive background in marketing and communications, with over 20 years of experience in the financial industry. Bonnie most recently worked as a Senior Vice President of Marketing at StoneCastle, where they developed and executed marketing programs to support sales and drive client engagement. Prior to that, Bonnie served as the Marketing Director at First Empire, where they planned and executed various marketing campaigns and led a company rebranding effort. Bonnie also held senior positions at BNY Mellon and Dreyfus, overseeing channel marketing, marketing communications, and advertising. Bonnie has a proven track record of developing effective sales and marketing programs and promoting financial products across various distribution channels.

Bonnie Moser holds a Bachelor of Science in Business Administration from American University. Additionally, they have obtained certifications in Series 24, General Securities Principal, and Series 7, 63 from FINRA.