Molly Bohrer
Molly serves as the Director of Client Partnership for Verum. In this role, she oversees client operations, while also supporting strategic initiatives for the firm. Molly is process and detail-oriented, never leaving a task unfinished. She is constantly looking for areas to improve efficiencies for clients and for the business.
Molly’s background in mathematics and economics paved the way for a career in financial services. She began her journey in Operations at Morgan Stanley following graduation from Syracuse University. Molly is driven by the firm’s mission to raise the bar on the wealth management industry while staying committed to Verum’s core values.
Outside of work, Molly loves spending time with her husband and baby boy. You can find her cooking up a new recipe or planning out an upcoming trip in her spare time.
AT VERUM PARTNERS
- Director of Client Partnership
Previous Experience
- Morgan Stanley – Client Tax Operations, Analyst
- Morgan Stanley – International Tax Utility, Summer Analyst
Education & Professional Designations
- Syracuse University, Mathematics (B.A.) & Economics (B.S.)
- Summa Cum Laude
- Undergraduate Research Assistant – Economics
- Undergraduate Teaching Assistant – Economics
- Distinction in Economics
ADDITIONAL INFORMATION
- Omicron Delta Epsilon – International Honor Society for Economics
- Skaneateles Central Schools – Past Tutor and Substitute Teacher
- SUAbroad – Past Global Ambassador