Joan Bozek Email & Phone Number
Chief Fiduciary Officer and Head of Wealth Trust @ Citizens Private Wealth
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Joan Bozek Location
- Boston, MA, US
Joan Bozek Work
- Chief Fiduciary Officer and Head of Wealth Trust @ (June 2020 - Present)
- Principal @ Bozlin Financial Services Consulting (January 2014 - June 2020)
- FVP, Head of Retirement Services @ People's United Bank Wealth Management (January 2015 - December 2018)
- Member, Board of Directors and President, Prudential Trust Co, Head Retirement Investment Product @ (February 2012 - May 2014)
- SVP, Full Service Defined Benefit Product, Service and Operations @ (August 2010 - February 2012)
- Wealth Management Consultant @ The Bozlin Group (January 2009 - August 2010)
- Managing Director, Chief Investment Officer, Retirement Group @ (January 2006 - December 2009)
- Managing Director, Director of Investments and Chief Risk Officer, Merrill Lynch Trust Company, FSB @ (January 2000 - December 2006)
- Senior Vice President @ Fleet Bank, NA (January 1994 - December 2000)
- Tax Attorney @ (January 1986 - December 1992)
Joan Bozek Education
- Georgetown Law
JD
- Phillips Academy Andover
- Cornell University
BA
- Harvard VPL
(Fintech)
2019
Joan Bozek Skills
- Retirement
- Retirement Investment
- Product Development
- Wealth Management
- Tax Planning
- Public Speaking
- Leadership
- Defined Benefit Planning
- Investment Strategies
- Institutional Investments
- Strategic Leadership
- Thought Leadership
- Relationship Management
- Product Marketing
- Employee Benefits
- Trust Services
- Tax Law
- Retirement Services
- Consulting
- Capital Markets
- Portfolio Managers
- Research
- Services
- Estate Planning
- Financial Planners
- Pensions
- Retirement Planning
- Portfolio Management
- Investments
- Finance
- Asset Allocation
- Investment Advisory
- Asset Managment
- Financial Services
- Mutual Funds
- Asset Management
- Management
- Investment Management
Joan Bozek Summary
- Joan Bozek, based in Boston, MA, US, is currently a Chief Fiduciary Officer and Head of Wealth Trust at Citizens Private Wealth. Joan Bozek brings experience from previous roles at Bozlin Financial Services Consulting, People's United Bank Wealth Management and Prudential Bank and Trust, Prudential Retirement. Joan Bozek holds a JD @ Georgetown Law. With a robust skill set that includes Retirement, Retirement Investment, Product Development, Wealth Management, Tax Planning and more. Joan Bozek has 1 emails and 1 mobile phone numbers on RocketReach.
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