Bogac Erduran has a work experience that spans multiple financial institutions. Bogac started their career as an intern at BNP Paribas Wealth Management in June 2016. In September 2016, they became a Junior Investment Advisor at the same company, holding this position until November 2017. Following that, in December 2017, they joined Brown Shipley as an Investment Advisor and remained with the company until August 2022. Currently, they are working as a Client Analyst at Y TREE, a financial life intelligence company that focuses on providing insight into clients' financial profiles.
Bogac Erduran obtained a Bachelor of Science (BSc Hons) degree in Financial Mathematics from the University of Surrey, where they studied from 2013 to 2016. In addition to their degree, they have also obtained the CFA UK Level 4 Certificate in Investment Management (IMC) from CFA UK in November 2017. Bogac is currently a candidate for CFA Level I, Level II, and Level III, as they have not yet obtained these certifications.
January 1, 2024 - present
August, 2022
Senior Client Associate/wealth Advisor at TrinityPoint Wealth
Private Client Associate at Perigon Wealth Management, LLC
Senior Client Associate at Becker's Healthcare
Client Associate at Core Assurance Partners
Client Associate at Folger Nolan Fleming Douglas Incorporated
Access the worlds's biggest network of public org charts
Learn more