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Summarize Bowdoin College’s background before I meet with them

Bowdoin College

Director, Client Advisor at Simon Quick Advisors, LLC
Denver, Colorado, United States
SummaryAI Assisted Badge

Bowdoin College transitioned from a 15-year career as a college administrator to become the Director of Client Advisor at Simon Quick Advisors, LLC in 2019, focusing on expanding the firm's presence in the Rocky Mountain region.

Having honed expertise in client relations and investment advisory, Bowdoin leverages a background as a registered investment advisor representative in a Denver-based asset management firm prior to joining Simon Quick Advisors.

With a solid educational foundation including an MBA from Dominican University of California, an MA from University of Colorado Boulder, and a BA from Colgate University, Bowdoin College brings a diverse academic background to the financial sector.

Bowdoin College's past roles include serving as the Associate Vice President at Bowdoin College, where invaluable experience was gained in leadership, fundraising, and institutional advancement.

Additionally, Bowdoin has held positions such as Director of Annual Giving, Leadership Gifts Officer, and Director of the Annual Fund at various academic institutions, showcasing a deep understanding of development and advancement strategies.

With a strong focus on client service, investment research, and technological innovation, Bowdoin College exhibits a commitment to maintaining a competitive edge in the financial advisory landscape.

This public profile is provided courtesy of Clay. All information found here is in the public domain.