Joshua Kozel Email & Phone Number
Branch Operations Manager @ Farrall Wealth
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Joshua Kozel Location
- Valparaiso, IN, US
Joshua Kozel Work
- 2011 -now Branch Operations Manager @
- 2006 -2011 Assistant Vice President @ Lakeside Wealth Management Group LLC
Joshua Kozel Education
- University of Southern Indiana 1999-2004
Joshua Kozel Skills
- Wealth Management
- Business Planning
- Strategic Financial Planning
- Financial Advisory
- High Net Worth Individuals
- Insurance Planning
- Investments
- Finance
- Retirement
- Wealth
- Insurance
- Financial Services
- Retirement Planning
- Securities
- Financial Planning
- Investment Management
- Wealth Management Services
- Series 7
Joshua Kozel Summary
- Joshua Kozel, based in Valparaiso, IN, US, is currently a Branch Operations Manager at Farrall Wealth. Joshua Kozel brings experience from previous roles at Lakeside Wealth Management Group LLC. Joshua Kozel holds a 1999 - 2004 University of Southern Indiana. With a robust skill set that includes Wealth Management, Business Planning, Strategic Financial Planning, Financial Advisory, High Net Worth Individuals and more. Joshua Kozel has 2 emails and 2 mobile phone numbers on RocketReach.
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