Brian Kowalski
About Brian Kowalski
Brian Kowalski is a National Insurance Specialist at MassMutual with extensive experience in financial services, including roles in life sales and wealth management.
Current Roles at MassMutual
Brian Kowalski currently serves as the National Insurance Specialist at MassMutual. In addition to this role, he is also a Field Deployment Lead based in the Wilmington, North Carolina Area. He began his role as National Insurance Specialist on July 1, 2021. His position involves providing specialized insurance expertise and deploying field strategies within the organization.
Previous Position at MassMutual
Prior to his current roles at MassMutual, Brian Kowalski worked as the Regional Director of Life Sales from 2010 to 2019. During his nine-year tenure in Springfield, Massachusetts, he was responsible for overseeing life insurance sales across the region. His work focused on developing and executing sales strategies that significantly contributed to the company's objectives.
Career at Phoenix Life Insurance Company
Before joining MassMutual, Brian Kowalski held the role of Wealth Management Consultant at Phoenix Life Insurance Company in Hartford, CT. He served in this capacity from 2005 to 2010, focusing on wealth management and financial advisory services. His responsibilities included providing financial planning and estate planning solutions tailored to clients' needs.
Educational Background
Brian Kowalski has a diverse educational background in economics and financial services. He earned a Bachelor of Science (BS) in Economics/Finance from Radford University, completing his studies in 1997. Furthering his expertise, he studied Business and Estate Planning for Family Owned Businesses at The American College of Financial Services, achieving the Certified Family Business Specialist (CFBS) designation in 2013. He also participated in a Summer Abroad Program at the University of Innsbruck, Austria, studying International Economics for 11 months in 1996.
Expertise in Financial Services
Brian Kowalski has amassed significant expertise in various domains of the financial services industry, including Small Business Planning, Retirement Planning, Estate Planning, and Financial Advisory. His comprehensive knowledge and experience enable him to offer robust financial and insurance solutions, making him a valuable asset in the industry.