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Deals & People July 24, 2014
CUNA Mutual SVP Promoted to Wealth Management Head
Jeff Bosco, a senior vice president, has been named the head
of CUNA Mutual group’s wealth management business.
Reported by PLANADVISER staff
Bosco’s new responsibilities will include overseeing CUNA Brokerage Services Inc. (CBSI), which encompasses CUNA Mutual Group’s financial adviser network, and wealth management products.
Bosco, who has more than 25 years of experience in financial services, held several leadership positions at American Family Insurance, including financial adviser, national sales trainer, sales vice president, chief operating officer and head of the Life Company, before joining CUNA Mutual Group in 2011.
Bosco is charged with building the business’s strength and accelerating the growth of CBSI, considered vital to CUNA Mutual Group’s success. His primary goal is to expand the CBSI adviser network and enhancing the company’s wealth management products.
As senior vice president, Bosco led the overall business strategy and product management for the product lines, and was accountable for execution and financial results.
Bosco holds a bachelor’s of business administration in entrepreneurship and finance from Baylor University and a master’s degree in leadership from the American College.