Kristopher Kozub

Senior Accountant at PlanSource

Kristopher Kozub has a diverse work experience spanning over several decades. Kristopher began their career at Amsterdam Options Traders (USA), Inc. in 1987 as a Currency Trader, where they supervised a multi-city foreign currency options trading team. Kristopher also designed and refined the firm's first foreign currency option trading system and served as a risk management officer.

Following their role at Amsterdam Options Traders, Kristopher joined CNA LP, Inc. in 1990 as a Trader. Kristopher supervised an options trading team, managed risk, and ensured compliance with various stakeholders. Kristopher was also involved in the development of the firm's index option trading software and equity program trading system.

In 2000, Kristopher took on the role of Controller at Tommy Bahama Cafe and Emporium. Kristopher played a significant role in overseeing the construction and completion of the organization's first restaurant and retail compound in Hawaii. Kristopher also implemented various cash management, payroll, and inventory management systems. Additionally, they provided leadership to over 120 staff members and established effective operational controls, accounting procedures, and reporting systems.

From 2006 to 2009, Kristopher worked as an Accountant at Robert Beck's Tax & Bookkeeping Service, where they managed various client accounts, processed tax returns, and refined the firm's monthly reporting and billing system.

In 2009, Kristopher joined Keller Williams Realty Maui as a Controller, responsible for financial operations and management.

Kristopher then transitioned to Financial & Investment Management Group in 2013, where they worked in Portfolio Management until 2018.

In 2018, Kristopher joined Secured Investment Lending Corp as a Controller, handling loan services, reconciling interest payments, managing accounts receivable, and enhancing borrower relationships.

Kristopher's most recent position is as a Senior Accountant at PlanSource, starting in October 2021.

Overall, Kristopher Kozub has extensive experience in finance, accounting, and management roles across various industries, demonstrating their strong expertise and adaptability.

Kristopher Kozub attended Bucknell University from 1980 to 1984, where they earned their Bachelor of Arts (BA) degree in Economics.

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Timeline

  • Senior Accountant

    October, 2021 - present

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