Cima® Joseph Mrozienski

Joseph Mrozienski, CIMA®, MBA, has a diverse work experience spanning over two decades. Joseph currently holds the position of Vice President - Private Wealth Partners at CIM Group. Prior to this, they were the Owner of Mrozienski Partners LLC. Joseph also worked as a Regional Vice President and Senior Business Consultant at EQIS Capital Management, Inc. Joseph'sprevious roles include Director/Integrated Solutions at TIAA, Regional Marketing Director at Paychex, Regional Marketing Director at Lincoln Financial Distributors, Financial Planner at Ameriprise Financial Services, Inc., Regional Marketing Director/Wholesaler at The Hartford/PLANCO, Wholesaler at Putnam Investments, and Sales Representative at ADP. Throughout their career, they have consistently achieved or exceeded sales goals and demonstrated expertise in the financial services industry.

Joseph Mrozienski holds a Bachelor of Arts - BA degree from Hamilton College, although the start and end years for this degree are not provided. Joseph then pursued a Master of Business Administration - MBA from Capella University, which they obtained in October 2021. Joseph'sfield of study for their MBA was business. In addition, they completed the Certified Investment Management Analyst Education program from Wharton Executive Education, which they obtained in 2022. Joseph also holds the Certified Investment Management Analyst® (CIMA®) certification from the Certified Investment Management Analyst® institution, which they obtained in July 2022. Joseph has other certifications as well, including being an Investments & Wealth Institute Member, and completing courses such as Artificial Intelligence for Project Managers and Financing Options for Small Businesses. Other certifications include Certified Open Water SCUBA and Insurance Agent, Accident, Health, Life, Variable Life & Variable Annuities, although the dates of completion for these certifications are not provided.