RICHMOND CX
  • Home
  • CX Difference
  • Register
    • Register Now
    • Pay Now!
  • Instructors
  • Curriculum
  • Corporate
  • Contact
  • Testimonials

         Advisory Board Member Profile


Bo Bragaw

WBO Partners of Alex Brown
Managing Director/Client Advisor

Picture

Areas of Expertise
Customer Experience Strategy for Success, Principles Of Customer Relationship Building, Customer First Culture, Navigating Politics Of Change
GEORGE D. “BO” BRAGAW, III
MANAGING DIRECTOR / CLIENT ADVISOR
________________________________________
Bo has spent more than 30 years honing his skills in providing long term capital growth and preservation investment advisory strategies for select families, business owners, professionals and institutions. In his decades of experience he developed a passion for having an in depth understanding of a client's financial position, what they want to build, what their capacity is toward market risk, and then structuring a plan to achieve those goals.

Bo has extensive experience in various facets of the investment industry including multiple successes in leadership roles. Bo's many achievements have been recognized over the decades as he has received several firm and industry accolades. This multi-layered understanding of the financial industry provides Bo with a truly unique perspective as he applies his talents to financial planning.
Bo earned his bachelor's degree from Shepherd University and he earned his master's degree from University of Maryland at College Park. Professionally, in addition to his numerous securities licenses ( Series 7,8,31,63,65), Bo carries the Accredited Investment Fiduciary ® (AIF ®) Designation.  

Active in the DC and Baltimore communities, Bo has been involved with the Washington Association of Money Managers, the Baltimore Bond Club, and the Institute of Certified Bankers. He is currently a member of the Investments & Wealth Institute, The Honor Society of Phi Kappa Phi, the Terrapin Club, the Crofton Country Club and The Army Navy Club of Washington.  Bo has contributed to community organizations through his role as a member of the Board of Trustees for St.

Martins in The Field Episcopal School, as a Ski Instructor Assistant for the National Ability Center in Park City, and to the Shepherd University as a past President of the Shepherd University Alumni Association.

Digital Badge (Copy to share)
Picture

    Contact Bo Now

Submit
To learn more about how the University of Richmond Customer Experience Program program helps executives drive real business results, download a brochure and schedule a call with one of our career counselors.
Download brochure

LOCATIONS

CONTACT US

University of Richmond
School of Professional and Continuing Studies

13926 Hull  Street Rd  #1032
Midlothian, VA 23112
Rachel Nicholas - Program Manager
Email: Rnichol4@richmond.edu
Phone: (804) 352-3443

CUSTOMER EXPERIENCE PROGRAM at the UNIVERSITY OF RICHMOND

The Customer Experience Certificate Program is designed to train and develop professionals in the ever-evolving customer experience field.
Powered by Zschool
  • Home
  • CX Difference
  • Register
    • Register Now
    • Pay Now!
  • Instructors
  • Curriculum
  • Corporate
  • Contact
  • Testimonials