Profile
Prior to joining Evergreen Consulting in 2002, Mr. Kozloski had worked primarily in bank management for several regional banks including AmSouth, First American, Pioneer, and Nations Bank mainly in the Retail Division of each bank.
As a registered representative and insurance agent, he is the cornerstone of Evergreen Consulting succession team.
He has been in the financial services industry his entire career.
Mr. Kozloski received a Bachelors of Science Degree in Marketing from Wilkes University in Wilkes-Barre, Pennsylvania in 1985 and a Masters in Business Administration in Finance from the University of Tennessee at Chattanooga in 1990.
He is currently preparing to sit for his CPA exam.
Robert J. Kozloski active positions
| Companies | Position | Start |
|---|---|---|
Evergreen Consulting, Inc.
 Evergreen Consulting, Inc. Investment ManagersFinance Evergreen Consulting, Inc. provides consulting services. Its services include disability and long term care, estate planning and wealth transfer, executive benefits, financial planning, investment management, life insurance, M wealth and retirement planning. The firm serves public and privately held companies, financial institutions, and law firms. The company was founded by James A. Cheney in 1990 and is headquartered in Chattanooga, TN. | Corporate Officer/Principal | 2001-12-31 |
Experiences
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1st degree connections
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Linked companies
| Private companies | 1 |
|---|---|
Evergreen Consulting, Inc.
Evergreen Consulting, Inc. Investment ManagersFinance Evergreen Consulting, Inc. provides consulting services. Its services include disability and long term care, estate planning and wealth transfer, executive benefits, financial planning, investment management, life insurance, M wealth and retirement planning. The firm serves public and privately held companies, financial institutions, and law firms. The company was founded by James A. Cheney in 1990 and is headquartered in Chattanooga, TN. | Finance |
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