Dennis Pozios
Wealth Advisor at Sawchuk Wealth
- Role
- Wealth Advisor at Sawchuk Wealth
- Location
- Troy, MI, US
- LinkedIn followers
- 500 followers
About Dennis Pozios
As a wealth advisor, my role involves serving as a consultant to our existing and expanding client base. My responsibilities include conducting daily research on macroeconomic trends, managing client portfolios, and developing detailed financial plans. My primary objective is to offer a highly personalized experience to clients, assisting them in achieving financial comfort and enabling them to live a more meaningful life.O
Experience
Wealth Advisor
Jan 2023 — Present · Troy, MI, US
Education
Envestnet Institution On Campus Certification
Financial Planning and Services
2020
Michigan State University - Eli Broad College of Business
Finance, Finance, General
2018 — 2022
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