AeroLeads people directory · profile
Christopher Bukowczyk Email & Phone Number
Registered Sales Assistant and Client Relationship Manager
at
Bleakley Financial Group
2 work emails found
@bleakley.com
LinkedIn matched
✓ Verified July 2026
4 data sources
Profile completeness 100%
Current company
Role
Registered Sales Assistant and Client Relationship Manager
Location
New York City Metropolitan Area, United States
Company size
Who is Christopher Bukowczyk? Overview
A concise factual answer block for searchers comparing this professional profile.
Quick answer
Christopher Bukowczyk is listed as Registered Sales Assistant and Client Relationship Manager at Bleakley Financial Group, a with 169 employees, based in New York City Metropolitan Area, United States. AeroLeads shows a work email signal at bleakley.com and a matched LinkedIn profile for Christopher Bukowczyk.
Christopher Bukowczyk previously worked as Registered Sales Assistant & Client Relationship Manager at Bleakley Financial Group and Director Of Financial Planning at Roundangle Advisors Llc. Christopher Bukowczyk holds Bachelor Of Science - Bs, Business Administration And Management, General from Montclair State University.
Company email context
Email format at Bleakley Financial Group
This section adds company-level context without repeating Christopher Bukowczyk's masked contact details.
{first}.{last}@bleakley.com
89% confidence
AeroLeads found 2 current-domain work email signals for Christopher Bukowczyk. Compare company email patterns before reaching out.
Profile bio
About Christopher Bukowczyk
Specialized in investment research, portfolio construction, retirement planning, life & disability insurance.
Listed skills include Morningstar Advisor Workstation, Emoney, Orion, Trx Edge, and 9 others.
Current workplace
Christopher Bukowczyk's current company
Company context helps verify the profile and gives searchers a useful next step.
Bleakley Financial Group
6 roles
Christopher Bukowczyk work experience
A career timeline built from the work history available for this profile.
Registered Sales Assistant & Client Relationship Manager
Securities offered through LPL Financial, Member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to the ‘Contact Info’ section above. Investment advice offered through Bleakley Financial Group, LLC, a registered investment adviser and separate entity from LPL Financial. The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.Third-party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.
Director Of Financial Planning
Feb 2019 - Jan 2020
Senior Research & Investment Analyst
• Responsible for reviewing on average 50 client investment portfolios on a monthly basis, formulating a comprehensive analysis and proposal to re-balance based on investment goals, suitability & risk tolerance.• Analyzed and interpreted data from financial statements to develop customized investment proposals for high net worth prospective clients.• Performed quantitative and qualitative analysis on mutual funds for inclusion to advisory models, based on track record, style consistency, management tenure, expense ratio & performance consistency.• Audited accounts to maintain compliance with company and SEC standards.• Regularly create thorough client retirement projection reports via eMoney software.• Formulated client specific strategies for tax avoidance and tax loss harvesting.• Communicated with mutual fund wholesalers as to fund specifics and financial market outlooks.• Performed due diligence in selecting the appropriate custodian to meet client’s needs & expectations with LPL, Pershing, or Schwab.
Jan 2005 - Jan 2019
Investment Analyst
• Prepare customized client investment reviews for advisor appointments.• Provided buy and sell recommendations to maintain proper allocation and diversification for individual clients.• Prepare and deliver customized 529 savings plans in conjunction with in-depth college projections via eMoney software.• Generated quotations pertaining to life insurance and disability income insurance.
Mar 2003 - Jan 2005
Financial Advisor
• Accumulated assets under management while broadening and strengthening client relationships. • Developed written tailor made financial plans.
Nov 2001 - Mar 2003
1 education record
Christopher Bukowczyk education
FAQ
Frequently asked questions about Christopher Bukowczyk
Quick answers generated from the profile data available on this page.
What company does Christopher Bukowczyk work for?
Christopher Bukowczyk works for Bleakley Financial Group.
What is Christopher Bukowczyk's role at Bleakley Financial Group?
Christopher Bukowczyk is listed as Registered Sales Assistant and Client Relationship Manager at Bleakley Financial Group.
What is Christopher Bukowczyk's email address?
AeroLeads has found 2 work email signals at @bleakley.com for Christopher Bukowczyk at Bleakley Financial Group.
Where is Christopher Bukowczyk based?
Christopher Bukowczyk is based in New York City Metropolitan Area, United States while working with Bleakley Financial Group.
What companies has Christopher Bukowczyk worked for?
Christopher Bukowczyk has worked for Bleakley Financial Group, Roundangle Advisors Llc, and Morgan Stanley.
How can I contact Christopher Bukowczyk?
You can use AeroLeads to view verified contact signals for Christopher Bukowczyk at Bleakley Financial Group, including work email, phone, and LinkedIn data when available.
What schools did Christopher Bukowczyk attend?
Christopher Bukowczyk holds Bachelor Of Science - Bs, Business Administration And Management, General from Montclair State University.
What skills is Christopher Bukowczyk known for?
Christopher Bukowczyk is listed with skills including Morningstar Advisor Workstation, Emoney, Orion, Trx Edge, Netx360, Salesforce, Schwab Advisor Center, and Lpl Branchnet.
Find 750M verified contacts
Search by job title, company, industry, location, and seniority. Export verified B2B contact data when you need it.
Start free trial