Joseph Bandoszeski
About Joseph Bandoszeski
Joseph Bandoszeski is an Analyst in Financial Planning at Kohl's with a background in finance and several years of experience at Baird.
Current Position at Kohl's
Joseph Bandoszeski is currently an Analyst in Financial Planning - Merchant at Kohl's, a position he has held since 2021. Based in Menominee Falls, Wisconsin, his role includes conducting financial analysis and providing insights to support the company's financial planning efforts. His contributions are crucial to optimizing merchandising strategies and ensuring the financial health of the organization.
Career at Baird
Joseph Bandoszeski previously worked at Baird, where he served in multiple roles over five years. He was a Client Specialist from 2018 to 2021 and a Client Assistant from 2016 to 2018 in Janesville, Wisconsin. Additionally, he gained experience as a Private Wealth Management Intern from 2015 to 2016 in Wichita, Kansas. His responsibilities included client interaction, portfolio management support, and financial planning, equipping him with a broad range of skills in wealth management.
Early Career Internship Experience
Joseph Bandoszeski started his career with an internship at Hydrite Chemical Co., where he worked as an Accounting Intern in 2014 in Brookfield, Wisconsin. Over the span of four months, he was exposed to various accounting processes and financial reporting tasks, providing him with foundational experience in finance and accounting.
Education and Certifications
Joseph Bandoszeski holds a Bachelor's Degree in Finance, General from the University of Wisconsin-Whitewater, where he studied from 2012 to 2016. He has also passed the Series 7 – General Securities Representative Exam and the Series 66 – Uniform Combined State Law Exam. These certifications attest to his expertise and qualifications in the financial industry, enabling him to perform a range of financial and investment advisory services.