Megan Bosch

Megan Bosch is the Senior Director of Sales at WealthForge. Megan has over fifteen years of experience in the financial services industry, including positions at Commonwealth Commercial Partners, LLC, LPL Financial, and Prudential Financial. Bosch is also the founder and past president of WIFS of Central Virginia-Richmond.

Bosch began their career in financial services as a financial planner and "Prudential Pathways" worksite education speaker at Prudential Financial. In this role, they assisted clients with saving and investment strategies, estate planning considerations, debt management, financial risk mitigation planning, and retirement accumulation and distribution strategies.

From February 2014 to April 2016, Bosch was the Vice-President of Business Development at Commonwealth Commercial Partners, LLC. In this role, they oversaw the design and implementation of a new Investment Sales division of a regional commercial real estate firm, and ensured smooth execution of all division systems and processes. Megan also managed a team of brokers and support personnel specialized in systematically sourcing off-market transactions for active, qualified buyers of commercial real estate in the Southeastern US.

Bosch is a graduate of James Madison University and holds Series 7 and 66 securities licenses.

Megan Bosch has a background in product strategy, holding a degree from Northwestern University - Kellogg School of Management. Megan also has a Master of Arts from the University of Virginia. Her undergraduate degree is in arts from St. Lawrence University. In addition, Megan Bosch is currently working on their CAIA Charter in Alternative Investment Analyst and holds FINRA certifications in General Securities Principal (Series 24), General Securities Representative (Series 7), Uniform Securities Agent Aviser Law (Series 65), and Uniform Securities Agent State Law (Series 63).

Jonathon Ranello - Sales Associate, Brett Siegel - Altigo Inside Sales Associate report to Megan Bosch. Their manager is Mat Dellorso, Chief Revenue Officer. They are on a team with Heather Acey - Managing Director of Marketing, Ryan Fischer - Director, Altigo Strategic Accounts.