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Gina Bosetti

Gina Bosetti

Former Investment Advisor- Financial Industry

Accounting / Finance

Squamish, Squamish-Lillooet Regional District

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About Gina Bosetti:

Have lived in Squamish for over 25 years

Hobbies:  skiing and mountain biking, the gym

have reliable transportation

competent, work independently, professional , reliable, team player , manage meetings listen, ask questions when unfamiliar with a topic. Support  my co-workers

very comfortable communicating with clients, in person,, on phone or thru correspondence 

Experience

Financial Industry 

Broad based knowledge and experience in Wealth Management in the financial industry

co managed a  large book of business

designed  individual portfolios, conducted client meetings, advised on a variety of financial products, and the suitability of them for the individual investor, 

CRM-  contact management system

CROESUS - portfolio management

ADP and ISM - daily transactions and bookkeeping details 

Strong selling skills, ability to close the deal 

can read a market well

IIROC RR Licensed- CSC/Handbook and conducts/ Options/Mutual Funds

Education

CSC COURSE
OPTIONS

GRADE 12

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