John Kulik in

John Kulik

Vice President & Director of Operations at Osaic
📍 Simsbury, Connecticut, United States

John Kulik is the Vice President and Director of Operations at Osaic, where he is a key leader on the conversion team. His career showcases deep expertise in financial operations, built upon a long tenure at Infinex Financial Group where he steadily progressed through several management roles. He holds FINRA Series 24 and 66 licenses.

John maintains a strong connection to his alma mater, the University of Connecticut, where he earned his Bachelor of Arts. This affinity suggests a continued interest in the universitys community and events.

He has built his entire leadership career within one core organization, rising from a Team Lead to Vice President.

Read the full overview →
Experience
17 Years
Current Role
Vice President & Director of Operations
Job Level
Senior
Location
Simsbury, Connecticut, United States
Personality Overview
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Priorities

Topics John cares about

Financial Operations
His entire career, from Team Lead to VP & Director of Operations, has been focused on managing and leading financial operations.
Program Conversions
Serves as a Conversion Team Lead at Osaic, helping bank and credit union investment programs transition to the company's platform.
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Career

Work history

11-2023
Vice President & Director of Operations
Osaic
2-2018 - 11-2023
Vice President and Director of Operations
Infinex Financial Group
10-2017 - 2-2018
Assistant Vice President of Operations
Infinex Financial Group
8-2016 - 10-2017
Operations Manager
Infinex Financial Group
9-2013 - 8-2016
Team Lead
Infinex Financial Group
In the press

Media appearances

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Education
2004 - 2008
Bachelor of Arts (BA)
University of Connecticut
Social presence
in

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