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John Kozak Location
Chicago, IL, US
John Kozak Work
2022 -now Senior Vice President - Investment Director @
2022 -now Senior Vice President Investments @
2018 -2022 Managing Director, Municipal Sales and Trading @
2014 -2017 Muni Bond Trader @
2009 -2014 Director @
1998 -2009 Director @
1996 -1998 Vice President @
John Kozak Education
University of Nebraska at Omaha
Bachelor's degree (Finance and Banking)
1989-1994
John Kozak Skills
Bonds
Marketing
Portfolio Management
Fixed Income
Trading
Capital Markets
Financial Advisory
Investments
Securities
Series 7
Wealth Management
Microsoft Office
Leadership
Data Analysis
Management
Sales Management
Financial Services
Finance
Business Development
Strategic Partnerships
Strategic Planning
Financial Analysis
Communication
Account Management
Analytical Skills
Institutional Sales
Operations Management
Business Analysis
Financial Risk Management
High-Value Client Management
Training & Development
Regulatory Compliance
Trading Desk Management
John Kozak Summary
John Kozak, based in Chicago, IL, US, is currently a Senior Vice President - Investment Director at Bankers' Bank. John Kozak brings experience from previous roles at Bankers' Bank, Cabrera Capital Markets, LLC, William Blair and Citi. John Kozak holds a 1989 - 1994 Bachelor's degree in Finance and Banking @ University of Nebraska at Omaha. With a robust skill set that includes Bonds, Marketing, Portfolio Management, Fixed Income, Trading and more. John Kozak has 2 emails and 1 mobile phone numbers on RocketReach.
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