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Mathew Bosley is a seasoned client services professional with extensive experience in client relationship management and financial planning. Currently serving as a Client Relationship Specialist at Fort Pitt Capital Group since March 2021, Mathew oversees client onboarding, portfolio reviews, fund transfers, and account inquiries. Previous roles include Client Service Specialist at Your Own Retirement, LLC, where customized financial plans were developed, and Relationship Specialist Advisor Services at Charles Schwab, focused on resolving investment-related issues. Additionally, Mathew's background includes various positions at Walgreens, including Assistant Store Manager and Corporate Management Intern, highlighting expertise in retail operations and strategic marketing. Mathew holds a Bachelor of Business Administration and a Bachelor of Management from Ottawa University, as well as two Associate degrees from Estrella Mountain Community College.