Profile

Joann Sjosward; Wealth Health LLC

jsjosward@wealthhealthllc.com
Office: 973.535.9577 ext 5

Joann Sjosward
Client Services Associate

Joann is a client services associate. She has worked in client service for 15 years. She assists clients in their day to day requests. She also interacts with custodians and processes all account paperwork.

In her spare time, she likes traveling and spending time with her husband and three children.

Education

  • Marist College, BA Mathematics
  • Fordham University, MBA Finance

Work History

  • Peter Yurkowski, CPA, LLC
  • Creative Financial Group
  • Bradley Beach Elementary School
  • Morgan Stanley