Christopher Kozak

Christopher Kozak Email and Phone Number

Business Development Manager @ True Path Capital Strategies
west linn, oregon, united states
Christopher Kozak's Location
Vancouver, Washington, United States, United States
Christopher Kozak's Contact Details

Christopher Kozak personal email

About Christopher Kozak

Christopher Kozak is an experienced financial consultant specializing in the strategicplanning, organization and utilization of clients’ finances. He makes genuine connectionswith his clients, surpassing expectations with an array of beneficial options and services.Before joining True Path Capital Strategies, Christopher began his career in finance withWells Fargo as a banker and was promoted to a financial consultant specializing in thepartnership with financial advisors and private bankers. From affluent clientele to businessowners, he was able to restructure their wealth portfolio and explore products to maximizetheir financial goals. As a branch manager, Christopher implemented a primary focus ofwealth management within the Portland/Vancouver metro area, receiving an honoraryaward from Wells Fargo’s area president for his tenure and accomplishments.Christopher's integrity, honesty and passion for helping his clients succeed financially comesfrom a strong, dedicated work ethic. As a well-respected member of the financial world, hehas helped several businesses grow successfully within their communities. He maintains astrong presence with several nonprofit and charitable organizations, including accoladesfrom the American Cancer Society.

Christopher Kozak's Current Company Details
True Path Capital Strategies

True Path Capital Strategies

View
Business Development Manager
west linn, oregon, united states
Website:
truepathcs.com
Employees:
4
Christopher Kozak Work Experience Details
  • True Path Capital Strategies
    Business Development Manager
    True Path Capital Strategies Jan 2018 - Present
    Vancouver, Wa
    Christopher Kozak is an experienced financial consultant specializing in the strategicplanning, organization and utilization of clients’ finances. He makes genuine connectionswith his clients, surpassing expectations with an array of beneficial options and services.
  • Wells Fargo
    Branch Manager
    Wells Fargo Jul 2012 - Dec 2017
    Portland, Or

Christopher Kozak Skills

Wealth Management Services Financial Planning Annuities Business Development Investment Advisory

Christopher Kozak Education Details

Frequently Asked Questions about Christopher Kozak

What company does Christopher Kozak work for?

Christopher Kozak works for True Path Capital Strategies

What is Christopher Kozak's role at the current company?

Christopher Kozak's current role is Business Development Manager.

What is Christopher Kozak's email address?

Christopher Kozak's email address is ch****@****ail.com

What schools did Christopher Kozak attend?

Christopher Kozak attended The University Of Winnipeg.

What skills is Christopher Kozak known for?

Christopher Kozak has skills like Wealth Management Services, Financial Planning, Annuities, Business Development, Investment Advisory.

Who are Christopher Kozak's colleagues?

Christopher Kozak's colleagues are Joshua W. Tschirgi.

Not the Christopher Kozak you were looking for?

  • Christopher Kozak

    Director Of Operations At Ncast Corporation
    Sunnyvale, Ca
    4
    aol.com, ncast.com, ncast.com, ncast.com

    2 +140854XXXXX

  • Christopher Kozak

    Business Data Analyst Ii (Data Team Lead) At Coaspire
    Washington, Dc
    3
    understandingwar.org, wisc.edu, gmail.com

    3 +171531XXXXX

  • Christopher Kozak

    Principal At H.I.G. Capital
    New York, Ny
    2
    georgetown.edu, higcapital.com
  • Christopher Kozak

    Partner | Coo At Kozak & Tripp Private Asset Management
    Littleton, Co
    1
    kozakandassociates.com

    2 +130384XXXXX

  • Christopher Kozak

    Greater Chicago Area
    2
    uiuc.edu, gmail.com

    3 +171677XXXXX

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