Holly joined Marcus W. Bosley & Associates, Inc. in 2015. She was Life Insurance licensed in 2016 and became Securities 6 & 63 licensed in 2017. Holly's primary responsibility has been preparing proposals and sold case paperwork for all investment related accounts. In addition to her pre-sale preparation, she has the added responsibility of tracking out all investment cases making sure that money is properly and timely applied. That often means working directly with the client to facilitate the transfer of funds either by wire transfer or conference call with the relinquishing firm. She also attends client meetings with Marc Bosley in order to assist in the interview process as it pertains to investment related issues. She also has full responsibility for processing payroll, managing cash flows, and all staff management for Marcus W. Bosley & Associates, Inc. To that end, she is proficient in QuickBooks Pro and is an authorized signer on our company account.