Meghan Boccard
Profile
Ms. Meghan Boccard is a Sales Associate at 360 Wealth Management Group.
She joined 360 Wealth Management in December 2011.
She has worked in the financial services industry since 2006 as a sales assistant with the NYC branch of Morgan Stanley and Wachovia.
Her group specialized in international private wealth management, with a focus on Latin America.
She also has experience working with BlueCrest Capital Management, a hedge fund based in the United Kingdom.
Ms. Boccard is a graduate of Moravian College in Pennsylvania where she played soccer both domestically and abroad in the UK.
In her spare time she enjoys exploring the Tampa Bay area, playing soccer, and trying the many international restaurants around town.
Former positions of Meghan Boccard
| Companies | Position | End |
|---|---|---|
Wachovia Corp.
 Wachovia Corp. Major BanksFinance Wachovia Corp. provided commercial and retail banking services. It offered personal finance and wealth management services. The company was founded on June 16, 1879 and was headquartered in Charlotte, NC. | Corporate Officer/Principal | - |
BC Capital Management Services Ltd.
 BC Capital Management Services Ltd. Investment ManagersFinance BC Capital Management Services Ltd. operates as an alternative investment manager. The company was founded in 2000 and is headquartered in London, the United Kingdom. | Corporate Officer/Principal | - |
| MORGAN STANLEY | Corporate Officer/Principal | - |
360 Wealth Management Group
 360 Wealth Management Group Investment ManagersFinance 360 Wealth Management Group (360 Wealth) is an investment advisory firm headquartered in Tampa, Florida. The firm was founded by Greg Ghodsi in 2007 and they are a subsidiary of Raymond James & Associates, Inc., which is owned by Raymond James Financial, Inc. (NYSE: RJF). 360 Wealth provides investment advice to individual and institutional clients. | Sales & Marketing | - |
Training of Meghan Boccard
| Moravian College | Undergraduate Degree |
Experiences
Positions held
Linked companies
| Listed companies | 1 |
|---|---|
| MORGAN STANLEY | Finance |
| Private companies | 3 |
|---|---|
360 Wealth Management Group
360 Wealth Management Group Investment ManagersFinance 360 Wealth Management Group (360 Wealth) is an investment advisory firm headquartered in Tampa, Florida. The firm was founded by Greg Ghodsi in 2007 and they are a subsidiary of Raymond James & Associates, Inc., which is owned by Raymond James Financial, Inc. (NYSE: RJF). 360 Wealth provides investment advice to individual and institutional clients. | Finance |
BC Capital Management Services Ltd.
BC Capital Management Services Ltd. Investment ManagersFinance BC Capital Management Services Ltd. operates as an alternative investment manager. The company was founded in 2000 and is headquartered in London, the United Kingdom. | Finance |
Wachovia Corp.
Wachovia Corp. Major BanksFinance Wachovia Corp. provided commercial and retail banking services. It offered personal finance and wealth management services. The company was founded on June 16, 1879 and was headquartered in Charlotte, NC. | Finance |
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