joseph tomczyk

senior planner

About

About Joseph Tomczyk: Including internships, Joseph has worked his entire career in finance, spanning back to 1999. He has been with Ernst and Young since January of 2007 assisting clients with non-sales financial planning/analysis. Joseph has passed the Series 7, 63, 65, and 31 examinations, and well as the Life/Health and Property/Casualty Insurance assessments. He is currently taking MBA Finance courses and will complete the CPA National Examination within 2014. Personally, Joseph is a tremendous sports fan, particularly in college football. He has been an Army season ticket holder at West Point since 2008. Joseph is also a huge baseball fan, continuing to follow the New York Mets.

Country

united states

City

new york

Industry

financial services

Skill

asset managment, financial advisory, investments, risk management, financial planners, asset allocation, financial modeling, mutual funds, asset management, finance, insurance, wealth management, hold series 7, series 63, series 65, project management, certified financial planner, irs enrolled agent, tax returns, tax preparation, income tax, estate tax planning, retirement planning, retirement savings, life and health insurance licenses, licensed property and casualty insurance agent, roth ira, traditional ira, 401k, cash flow, debt restructuring, debt management, professional development seminars, wealth accumulation strategies, wealth management services, wealth preservation planning, irs, tax research, saving for education, big 4, accounting, strategic financial planning, investment banking, banking, credit analysis, credit management, credit scoring, employee benefits, employee training, budgets