Strategic Advisor
Current
Aug 2024 - Present
AeroLeads people directory · profile
Joseph Mrozienski, Cima®, Mba Email & Phone Number
Investment Management Director | FINTECH enthusiast | Solutions Specialist | Business Development Professional | Alternative Asset Consultant
at
RAFA AI
2 work emails found
@tiaa-cref.org
LinkedIn matched
✓ Verified Jun 2026
4 data sources
Profile completeness 100%
Current company
Role
Investment Management Director | FINTECH enthusiast | Solutions Specialist | Business Development Professional | Alternative Asset Consultant
Location
Charlotte, North Carolina, United States
Who is Joseph Mrozienski, Cima®, Mba? Overview
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Quick answer
Joseph Mrozienski, Cima®, Mba is listed as Investment Management Director | FINTECH enthusiast | Solutions Specialist | Business Development Professional | Alternative Asset Consultant at RAFA AI, based in Charlotte, North Carolina, United States. AeroLeads shows a work email signal at tiaa-cref.org and a matched LinkedIn profile for Joseph Mrozienski, Cima®, Mba.
Joseph Mrozienski, Cima®, Mba previously worked as Strategic Advisor at Rafa Ai and Owner at Mrozienski Partners Llc. Joseph Mrozienski, Cima®, Mba holds Bachelor Of Arts - Ba from Hamilton College.
Company email context
Email format at RAFA AI
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*@tiaa-cref.org
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AeroLeads found 2 current-domain work email signals for Joseph Mrozienski, Cima®, Mba. Compare company email patterns before reaching out.
Profile bio
About Joseph Mrozienski, Cima®, Mba
At the helm as a Regional Director, my strategic focus is on propelling product growth and enhancing advisory practice value. Harnessing a robust background in financial services, my approach is rooted in a solutions-based methodology, informed by a solid track record in financial data analysis, due diligence, and effective communication.Leveraging collective expertise, committed to fostering profitable partnerships and delivering innovative wealth management solutions. With an unwavering dedication to excellence and a knack for identifying investment opportunities and setting new benchmarks in marketability and profitability within the dynamic landscape of private wealth management.Foundation for success started early and was enhanced during Hamilton College career. Deeply dedicated to college basketball team and, in 1995, represented Hamilton College in their first NCAA bid. Became one of the few in Hamilton Basketball history to score over 1400 points in collegiate career. Named the Jack B. Rifle Award winner for the Outstanding Senior Scholar Athlete, Captain of the Hamilton College Men’s Basketball Team, NABC Division II-III (College Division) All-District team and awarded the Levitt Scholarship for Academic Achievement in Science.Throughout career, worked for some of the largest investment and insurance companies on Wall Street. Continually creating high producing territories in new markets. Consistently ranking in the top quartile and decile for production. In years with TIAA was responsible for, along with other business leaders, the collaboration and founding of the Integrated Solutions group at TIAA. As a business owner, Joe has successfully run his own sales distribution business where he has combined his love for being healthy and fit with his knowledge of market distribution. Always gravitating toward the entrepreneurial spirit of finding new and improved ways of conducting business.
Listed skills include Mutual Funds, Investments, 401K, Strategic Financial Planning, and 15 others.
Current workplace
Joseph Mrozienski, Cima®, Mba's current company
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11 roles · 29 years
Joseph Mrozienski, Cima®, Mba work experience
A career timeline built from the work history available for this profile.
Owner
Current
Mrozienski Partners Llc
Jan 2010 - Present
Vice President - Private Wealth Partners
Sep 2022 - Jul 2024
Regional Vice President, Senior Business Consultant
Now known as Freedom Advisors
Feb 2020 - Sep 2022
Director / Integrated Solutions
- Sales Director of managed accounts, life insurance, annuities, banking, LTC
- $500M in managed accounts sales and >$100M in insurance working with high net worth doctors and professors.
- Founding member of Integrated Solution Team for marketing managed accounts and insurance.
- Top quartile producer for 6 years straight.
May 2013 - Aug 2019
Regional Marketing Director
- 75-95% of personal goal for vast majority of my tenure. 401k sales to small businesses.
Mar 2009 - Aug 2010
Regional Marketing Director
- 89% increase over prior year production. Over 120% of yearly goals.
- Exceeded goals by turning a $2 million per month territory into $5-6 million per month territory.
- 2 record months over $8 million in production (more than double the prior record in territory).
Jan 2007 - Aug 2008
Financial Planner
Insurance and financial planning representative
Jan 2005 - Jan 2007
Regional Marketing Director / Wholesaler
- Exceeded goals by turning a $2 million per month territory into $10-11 million+ per month.
- Surpassed variable annuity production goals from $60 million to $134 million in sales in 2 years.
- Ranked top 5 out of 50 in the country for the broker dealer / regional division for 2003 and 2004.
Jun 2002 - Jan 2005
Wholesaler
- Vice President / Edward Jones Wholesaler, Chicago, IL
- Obtained 132% of individual sales goal.Assistant Vice President / Wholesaler / Manager of Marketing Technology, Boston, MA / Chicago, IL
- Trained wholesalers and brokers on Putnam’s technology and technologically based sales skills.Senior Regional Marketing Associate, Boston, MA
- Upstate New York territory was over 100% of goal during 2-year management.Dealer Marketing Representative
- Maintained highest phone activity of personal training class to meet service goals.
1997 - 2002
~5 yrs
Sales Representative
- Achieved 100% of goal for 1996.
- Participated in extensive sales training program where I began my training for sales career
Oct 1996 - May 1997
3 education records
Joseph Mrozienski, Cima®, Mba education
Bachelor Of Arts - Ba
Master Of Business Administration - Mba, Business, 3.911 Out Of 4.0 (Graduation With Distinction)
Certified Investment Management Analyst Education
FAQ
Frequently asked questions about Joseph Mrozienski, Cima®, Mba
Quick answers generated from the profile data available on this page.
What company does Joseph Mrozienski, Cima®, Mba work for?
Joseph Mrozienski, Cima®, Mba works for RAFA AI.
What is Joseph Mrozienski, Cima®, Mba's role at RAFA AI?
Joseph Mrozienski, Cima®, Mba is listed as Investment Management Director | FINTECH enthusiast | Solutions Specialist | Business Development Professional | Alternative Asset Consultant at RAFA AI.
What is Joseph Mrozienski, Cima®, Mba's email address?
AeroLeads has found 2 work email signals at @tiaa-cref.org for Joseph Mrozienski, Cima®, Mba at RAFA AI.
Where is Joseph Mrozienski, Cima®, Mba based?
Joseph Mrozienski, Cima®, Mba is based in Charlotte, North Carolina, United States while working with RAFA AI.
What companies has Joseph Mrozienski, Cima®, Mba worked for?
Joseph Mrozienski, Cima®, Mba has worked for Rafa Ai, Mrozienski Partners Llc, Cim Group, Eqis Capital Management, Inc., and Tiaa.
How can I contact Joseph Mrozienski, Cima®, Mba?
You can use AeroLeads to view verified contact signals for Joseph Mrozienski, Cima®, Mba at RAFA AI, including work email, phone, and LinkedIn data when available.
What schools did Joseph Mrozienski, Cima®, Mba attend?
Joseph Mrozienski, Cima®, Mba holds Bachelor Of Arts - Ba from Hamilton College.
What skills is Joseph Mrozienski, Cima®, Mba known for?
Joseph Mrozienski, Cima®, Mba is listed with skills including Mutual Funds, Investments, 401K, Strategic Financial Planning, Fixed Annuities, Insurance, Asset Management, and Retirement.
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