Robert J. Kozloski II

President at Evergreen Consulting, Inc.

Robert J. Kozloski II

Robert J. Kozloski II

President at Evergreen Consulting, Inc.

Biography

Prior to joining Evergreen Consulting in 2002, Mr. Kozloski had worked primarily in bank management for several regional banks including AmSouth, First American, Pioneer, and Nations Bank mainly in the Retail Division of each bank. As a registered representative and insurance agent, he is the cornerstone of Evergreen Consulting succession team. He has been in the financial services industry his entire career.Mr. Kozloski received a Bachelors of Science Degree in Marketing from Wilkes University in Wilkes-Barre, Pennsylvania in 1985 and a Masters in Business Administration in Finance from the University of Tennessee at Chattanooga in 1990. He is currently preparing to sit for his CPA exam.

Overview
Career Highlights

Evergreen Consulting, Inc.

RelSci Relationships

12

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Relationships
RelSci Relationships are individuals Robert J. Kozloski II likely has professional access to. A relationship does not necessarily indicate a personal connection.

Chairman & Founder at Evergreen Consulting, Inc.

Relationship likelihood: Strong

Executive Director & Head-Pension Benefits at Evergreen Consulting, Inc.

Relationship likelihood: Strong

Chief Executive & Operating Officer at Evergreen Consulting, Inc.

Relationship likelihood: Strong

Vice President at Evergreen Consulting, Inc.

Relationship likelihood: Strong

Director, Client Management at Evergreen Consulting, Inc.

Relationship likelihood: Strong

Manager-Customer Service at Evergreen Consulting, Inc.

Relationship likelihood: Strong

Financial Advisor at Evergreen Consulting, Inc.

Relationship likelihood: Average

President at Middle Tennessee State University Foundation

Relationship likelihood: Average

Former Vice President at Evergreen Consulting, Inc.

Relationship likelihood: Average

Former Office Manager at Evergreen Consulting, Inc.

Relationship likelihood: Weak

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Robert J. Kozloski II
President at Evergreen Consulting, Inc.
Career History
President
2002 - Current

Evergreen Consulting, Inc. provides consulting services. Its services include disability and long term care, estate planning and wealth transfer, executive benefits, financial planning, investment management, life insurance, M wealth and retirement planning. The firm serves public and privately held companies, financial institutions, and law firms. The company was founded by James A. Cheney in 1990 and is headquartered in Chattanooga, TN.

Other Affiliations

Robert J. Kozloski II is affiliated with Evergreen Consulting, Inc.

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