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Janeen Kozak — Chief Operating Officer · Stratos Private Wealth · San Diego Metropolitan Area.
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About
I am a Partner and Chief Operating Officer at Stratos Private Wealth, where I lead firm-wide operations across HR, Marketing, and Client Service to drive growth, scalability, and an exceptional client and employee experience. I am passionate about building a better workplace, one where strong culture, clear strategy, and operational excellence come together to support both people and performance. My focus is on maximizing efficiency, enhancing employee engagement, and developing and executing strategic initiatives that enable sustainable growth. I bring deep experience in talent strategy, including hiring, developing, and retaining top talent, as well as designing compensation structures and overseeing payroll, employee relations, and benefits. I work closely with firm leadership to align people, processes, and technology with our long-term vision.
Experience
Chief Operating OfficerCurrent
Stratos Private Wealth · San Diego, CA
Mar 2026 – Present
As Partner and Chief Operating Officer at Stratos Private Wealth, I lead firm-wide operations across HR, Marketing, and Client Service to drive growth, scalability, and an exceptional client and employee experience.
Board Member/Vice President/Secretary
Marshall Middle School/Jerabek Elementary School · San Diego, CA
2008 – 2016
Chaired the membership drive, which included speaking at school events and managing over $60,000 in donations, including budgeting and reporting. Chaired the Pledge Drive and raised over $100,000, including creating all fundraising documentation, designing ways to increase donations, speaking at all events, and collecting and managing all funds.
Education
Skills
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