I’m Janeen Kozak, Partner and COO at Stratos Private Wealth.
With over a decade of experience in human resources, training, and operations, I focus on the internal "engine" that allows our advisors to better serve our clients. My background with institutions like the Bank of Southern California and Mitchell International has provided me with a deep understanding of organizational excellence. After taking time to raise my family, I returned to the workforce to focus on my true passions: streamlining processes, strengthening leadership relationships, and fostering a premier company culture.
As a graduate of U.C. Santa Barbara, I bring a strategic perspective to the operational side of wealth management. I believe that a practice is only as strong as its internal processes and people. My goal is to ensure our team has the support and infrastructure they need to act as a reliable, high-touch advocate for every client.
I am committed to maintaining the boutique feel of our organization while managing the complex operations required to support our national growth.
Personal Interests
I currently reside in Scripps Ranch, where I raised my children. Now that they are attending university, I enjoy spending my free time volunteering with local animal rescue groups.
I am also an avid dog lover and frequently take my two adopted dogs on local adventures throughout San Diego.
Specialties
Operational Excellence
Human Resources Management
Strategic Leadership
Process Streamlining
Company Culture Development
Training & Development
Education
University of California, Santa Barbara, Bachelor of Arts
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