Patti Bosco is a high-level professional, that works in Financial Distributors Group main office of which is in 3310. on the position of Co President from 2019. This expert has earned professional experience in more than ten positions at different companies. Patti Bosco went to the Archbishop John Carroll High School and was studying. This professional has such professional qualifications as Pennsylvania Life Insurance License and Pa Dept of Insurance. New York, New York is the area, where this professional was known to be located. The person's phone and email are accessed through this website on demand.
Name variants:
Patricia Bosco
Last updated Jun 11, 2024
Contact Information
Last Update
Jul 12, 2022
Email
pb**@aol.com
Location
New York, NY
Company
Financial Distributors Group
Workplace
Co President
Work History
Co President
3 north Columbus Blvd FLOOR 4TH, Philadelphia, PA 19106
Financial Distributors Group is a a traditional wholesaling firm specializing in annuities and retirement solutions. FDG partners with Broker Dealers, Banks and RIA's to provide Advisors and...
from Sep 2019
Owner, Lucille Roberts Franchise
State of the art full service women's fitness center plus we offer over 30 classes per week including Zumba, Kickboxing, Drenched, Boot Camp, Lunch Crunch and more...Won "One of Best" in Mon...
Jan 2012 — Dec 2017
President
Recruiter of External Wholesalers for Mutual Funds, Annuities and Retirement Plans
from Jan 2012
Vice President, Planco Financial Services and London Sales Office
690 Asylum Ave, Hartford, CT 06105
Successfully persuaded Trainer who’d been with Planco for 15 years to relocate from US to London for one year, promoting dramatic and accelerated professional and personal growth. Assured co...
2004 — 2006
Vice President, Planco  Hartford Leaders Group and Japan Sales Office
690 Asylum Ave, Hartford, CT 06105
Based on prior startup successes, asked to partner with newly-selected Chief Sales Officer (in Tokyo) to salvage struggling effort to enter Japanese market for fixed and variable annuities. ...
2002 — 2004
Vice President, Planco  Hartford Leaders Group
690 Asylum Ave, Hartford, CT 06105
Selected as one of four executives asked to form group to lead The Hartford’s entry into multi-manager variable annuity market. Led external sales force effectiveness strategies in collabor...
1999 — 2002
Vice President, Planco
690 Asylum Ave, Hartford, CT 06105
Built business intelligence models for tracking wholesaler metrics. Partnered with IT to evaluate alternatives and ultimately selected COGNOS. Collaborated with senior leadership team to ide...
1994 — 1999
Early Career
900 Tamiami Trl north, Naples, FL 34102
As 2nd Planco employee, played key role in all aspects of company development, including hiring and training wholesalers and organizational design / policy / procedures. Provided leadership ...
1978 — 1994
Education
Occupations
Executive
Chairperson
Sales Specialist
Agent
Artist
Model
Accountant
Finance and Accounting Specialist
Owner
Chief Executive
Sales Representative
Accounting Bookkeeper
Bookkeeper
Skills
Mutual Funds
Financial Services
Fixed Annuities
Series 7
Sales Management
Series 63
Retirement Planning
Sales
Strategy
Investments
Retirement
Leadership
Training
Asset Allocation
Management
Wealth Management
Insurance
Investment Advisory
Series 6
Variable Annuities
Salesforce.com
401K
Relationship Management
Finance
Crm
Recruiting
Financial Advisory
Sales Operations
Securities
Life Insurance
Investment Strategies
Process Improvement
Employee Training
Alternative Investments
Iras
Marketing
Wealth
Financial Planning
Account Management
Change Management
Start Ups
Analytics
Long Term Care
Financial Planners
Finra
Strategic Financial Planning
Investment Management
Trading
FAQs about Patti Bosco
What's the main profession of Patti Bosco?
This professional's job is Co President
What are the main profession of Patti Bosco?
These person's professions are Executive and Chairperson
Where does Patti Bosco live?
Patti Bosco lives in New York, New York.
What is Patti Bosco's email?
Patti Bosco's email is pb**@aol.com.
Where did Patti Bosco work?
The expert worked at Financial Distributors Group, Lucille Roberts Womens Fitness.
Where has Patti Bosco studied?
Patti studied at the Archbishop John Carroll High School.
Are there any professional certifications Patti Bosco has?
This expert received the following certifications: Pennsylvania Life Insurance License and Pa Dept of Insurance.
What is professional industry that Patti Bosco worked in?
This professional works in Financial Services industry.