Joshua Kozel's Location
Valparaiso, IN, US
Joshua Kozel's Work
- Branch Operations Manager @ Farrall Wealth
- Assistant Vice President @ Lakeside Wealth Management (Now CAPTRUST)
Joshua Kozel's Education
- University of Southern Indiana1999 - 2004
Joshua Kozel's Skills
- Wealth Management
- Business Planning
- Strategic Financial Planning
- Financial Advisory
- High Net Worth Individuals
- Insurance Planning
- Investments
- Finance
- Retirement
- Wealth
Joshua Kozel's Summary
Joshua Kozel, based in Valparaiso, IN, US, is currently a Branch Operations Manager at Farrall Wealth, bringing 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 contributes valuable insights to the industry. Joshua Kozel has 2 emails on RocketReach.
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