Adam Bowers
About Adam Bowers
Adam Bowers is a Client Service Associate at The Colony Group, with a background in financial services and client management. He has held various roles in the industry, including positions at Bank of America Merrill Lynch and Berkshire Bank, and holds FINRA security registrations.
Current Role at Colony
Adam Bowers serves as a Client Service Associate at The Colony Group, a position he has held since 2021. In this role, he leverages his expertise in client service to support the firm's financial services operations. His responsibilities include managing client relationships and ensuring effective communication between clients and the firm.
Previous Experience in Financial Services
Prior to his current position, Adam Bowers gained significant experience in the financial services sector. He worked at Bank of America Merrill Lynch as a Client Associate from 2018 to 2020 and as a Registered Wealth Management Associate from 2020 to 2021. His tenure at these institutions contributed to his skills in sales, communication, and management.
Educational Background
Adam Bowers studied at The College of Saint Rose, where he earned a degree in Business Administration and Management from 2013 to 2017. His education provided a foundation in business principles that supports his career in client services. He also attended Guilderland Central High School from 2009 to 2013.
Skills and Certifications
Adam possesses strong skills in CRM and Microsoft Word, which are essential for his role in client service. He holds FINRA security registrations, including Series 7 and Series 66, which enhance his qualifications in the financial services industry.
Early Career Experience
Before his roles in financial services, Adam Bowers worked in various positions that contributed to his professional development. He was a Property Maintenance worker at Galesi Group for three months in 2015 and served as a Special Assets Intern at Berkshire Bank for four months in 2016. Additionally, he was a Franchise Owner at College Pro from 2016 to 2017.