Josh Lozow
Client Advisor Vice President @BOK Financial
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WORK HISTORY
Client Advisor Vice President @BOK Financial
Denver, CO, US
Wealth planning is more than just a discussion about preserving your money, it\'s about defining and protecting your family\'s legacy. It\'s about embracing a focused mission that aligns with your values and objectives. This demands high-level, sophisticated strategies.We strive to deliver ongoing, customized solutions with a goal to keep your legacy intact, providing future generations with significant resources or allow you to benefit charitable organizations or causes that are meaningful to you.
SKILLS
ABOUT JOSH LOZOW
Experienced Relationship Manager with a demonstrated history of success working in the wealth management industry. Strong sales professional skilled in Customer Relationship Management (CRM), Securities, Asset Management, Investment Strategies, and Financial Planning.
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