Joannie Bozek

As the Head of Retirement Services, Joannie leads the bank's full service qualified plan business. People's offers complete retirement administration and recordkeeping services while also serving as an investment fiduciary for all types of retirement plans.

Experience

Prior to joining People's, Joannie was the President and a Director of Prudential Bank & Trust, FSB, which supported Prudential's institutional retirement and IRA businesses.  She previously served as Prudential's Head of Retirement and Third Party Investment Products and before that, led Prudential's Defined Benefit business. Joannie also has 15 years of  experience at Bank of America (previously Fleet Bank and Merrill Lynch) in various roles within wealth management.  Her responsibilities ranged from Chief Investment Officer of Merrill's Retirement Group to Head of Investments and Chief Risk Officer for Merrill's Trust Company. 

She began her professional career as a tax attorney with Withers Bergman, formerly Bergman, Horowitz and Reynolds in New Haven, CT.

Professional Designations

FINRA series licenses 7, 24 and 66

Education

  • Cornell University, Bachelor of Arts
  • Georgetown University, Juris Doctor

Contact Info

617-603-3296
617-921-3345

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Disclaimer



Investment and Insurance Products:

  • Not Insured by FDIC or any Federal Government Agency
  • Not a Deposit of or Guaranteed by a Bank or any Bank Affiliate
  • May Lose Value

Investment and insurance products are offered through People’s Securities, Inc., a Broker/Dealer, member of FINRA and SIPC, an insurance agency and a registered investment advisor. People’s Securities, Inc. is a subsidiary of People’s United Bank, N.A. Investment products may involve risk, including possible loss of principal.

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