Nick Cowoski
Training Associate @Transamerica
Signup · Get unlimited contacts
WORK HISTORY
Training Associate @Transamerica
Dayton, OH, US
Built and maintained trusted relationships with clients by delivering personalized financial planning solutions aligned with short- and long-term goals.· Developed holistic financial plans covering retirement, investment strategy, insurance, tax efficiency, and estate considerations.· Analyzed investment performance and rebalanced portfolios to maintain alignment with target asset allocations.· Evaluated investment opportunities using fundamental analysis, asset allocation principles, and risk-return metrics.· Provided ongoing portfolio reviews and proactive recommendations based on life changes, market conditions, and evolving client goals.
EDUCATION
Ohio University College of Business
Bachelor of Business Administration, Finance, General
Ohio University
Bachelor's College of business , Finance Advisor or Financial Planner
Kenston High School
High School Diploma
ABOUT NICK COWOSKI
Hello there! My name Is Nick Cowoski, and I\'m a fourth-year finance student at the University of Ohio studying to become a financial educator, so that we can end the crisis of financial illiteracy. My passion for meeting new people, caring for them, and creating relationships has led me to pursue this dream.As I have grown and will keep growing trying to pursue this dream. There have been people along the way like Josh Schwieterman, that ignite a passion and fire under me to go out and serve the community. I could not be more grateful for the mentoring he has given me. I plan on taking that with me to change the world. Finance is more than just what you can do on the computer and technical skills. I believe that it is important to have a relationship and good communication with all of your clients, it is essential for success. That\'s why I strive to be a determined educator and an effective communicator, both with my colleagues and my clients.Overall, I am thrilled to embark on this journey as I get closer and closer to becoming a certified financial educator. I look forward to contributing my skills and knowledge to the company and people I will work for and with. My goal with these companies is to make a difference. Please feel free to connect with me if you\'d like to learn more or if you have any opportunities to share.
This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.