Emily Bosley

Emily Bosley, CFA, is a seasoned finance professional with extensive experience in sales operations and financial advisory roles. Currently serving as a Sales Operations Analyst and Deal Desk Quoting Administrator at Watermark since September 2021, Emily contributes to enhancing higher education institutions' capabilities through software insights. Prior to this, Emily held positions at BrightEdge as a Deal Desk Associate and at Raymond James as both Business Manager for Waterstreet Financial and Investment Representative. Emily's earlier experience includes serving as a Financial Advisor at Merrill Lynch Wealth Management. Emily earned a Bachelor's Degree in Corporate Finance and Entrepreneurship from Ashland University between 2011 and 2015.