Marisa Cobuzzi Cim® F Pl B Com
About Marisa Cobuzzi Cim® F Pl B Com
Marisa Cobuzzi is an Associate Portfolio Manager at MD Financial Management in Montreal, Quebec. She has over a decade of experience in financial planning and investment management, having previously held positions at National Bank Financial and Laurentian Bank Securities.
Work at MD Financial Management
Marisa Cobuzzi has been serving as an Associate Portfolio Manager at MD Financial Management since 2019. In this role, she is responsible for managing investment portfolios and providing financial advice to clients. Prior to her current position, she worked as a Senior Financial Planner at the same organization from 2012 to 2019. Her experience in both roles has contributed to her expertise in financial management and client relations.
Previous Experience in Financial Services
Before joining MD Financial Management, Marisa Cobuzzi worked at National Bank Financial as a Conseillère en Placement / Pl. Fin. from 2007 to 2012. Her earlier experience includes a role at Laurentian Bank Securities as a Conseillère en Placement / Pl. Fin. from 2005 to 2007. These positions provided her with a solid foundation in investment advising and financial planning.
Education and Expertise
Marisa Cobuzzi studied at Concordia University, where she pursued a Bachelor in Commerce with a focus on Finance and Human Resource Management from 1994 to 1998. This educational background has equipped her with the necessary skills and knowledge to excel in the financial services industry.
Professional Qualifications
Marisa holds the Certified Investment Manager (CIM) designation, which signifies her expertise in investment management. Additionally, she has achieved the Financial Planner (Pl. Fin.) designation, further demonstrating her commitment to professional development in the financial planning sector.