![Dave Kozlowski](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
Profil
Mr. David A. Kozlowski is a President at Verus Financial Partners, Inc. He joined the firm in 1997 as a Financial Planner, and took the path less traveled for those going into finance.
He holds a Bachelor’s degree in Finance from James Madison University and a Master’s degree in Financial Planning from the College of Financial Planning.
Postes actifs de Dave Kozlowski
| Sociétés | Poste | Début |
|---|---|---|
Verus Financial Partners, Inc.
 Verus Financial Partners, Inc. Investment ManagersFinance Verus helps clients determine an appropriate level of risk to accomplish their goals and objectives. The firm’s low-cost investment approach provides a strategic, diversified asset allocation to help achieve the client’s goals. Accounts are monitored and rebalanced to maintain client's target asset allocation while considering tax implications. | President | 01/05/2012 |
Formation de Dave Kozlowski
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
51
Relations au 1er degré
3
Entreprises liées au 1er degré
Homme
Femme
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Exécutifs
Sociétés liées
| Entreprise privées | 3 |
|---|---|
The College for Financial Planning, Inc.
 The College for Financial Planning, Inc. Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Verus Financial Partners, Inc.
Verus Financial Partners, Inc. Investment ManagersFinance Verus helps clients determine an appropriate level of risk to accomplish their goals and objectives. The firm’s low-cost investment approach provides a strategic, diversified asset allocation to help achieve the client’s goals. Accounts are monitored and rebalanced to maintain client's target asset allocation while considering tax implications. | Finance |
James Madison University
 James Madison University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
