Jeff Bosco, a senior vice president, has been named the head
of CUNA Mutual group’s wealth management business.
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.