Senior Relationship Manager @ (August 2014 - April 2015)
Vice President, Relationship Management @ Concord Trust & Wealth Solutions- A Division of LPL Financial (October 2011 - July 2014)
Assistant Vice President, Account Manager @ Albridge, an Affiliate of Pershing (September 2005 - July 2011)
Adam Pollak Education
Rutgers University 2002-2005
Adam Pollak Skills
Enterprise Software
Relationship Management
Contract Negotiation
Selling
Strategy
Strategic Partnerships
Sales
Management
Marketing
Competitive Analysis
Financial Services
CRM
Program Management
Business Development
SaaS
Mobile Devices
Wealth Management
Salesforce.com
Integration
Product Management
Business Analysis
Vendor Management
Executive Management
Leadership
Infrastructure
Business Operations
Operations
Credit
Research
Adam Pollak Summary
Adam Pollak, based in New York, NY, US, is currently a VP, Head of Relationship Management at Apex Fintech Solutions. Adam Pollak brings experience from previous roles at InvestCloud, Inc., Tegra118 and Fiserv. Adam Pollak holds a 2002 - 2005 Rutgers University. With a robust skill set that includes Enterprise Software, Relationship Management, Contract Negotiation, Selling, Strategy and more. Adam Pollak has 2 emails and 2 mobile phone numbers on RocketReach.
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