David Polansky Email & Phone Number
Founder and President @ D3 Partners
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David Polansky Location
- New York, NY, US
David Polansky Work
- 2015 -now Founder and President @
- 2015 -2019 Partner @
- 2013 -2014 Managing Director -- Dean, Business Development and Client Service Academy @
- 2013 -2013 Managing Director -- Head of US Sales, Corporate Trust @
- 2012 -2013 Managing Director --Head of Sales, Financial Institutions Group, Corporate Trust @
- 2010 -2011 Managing Director @
- 2008 -2009 SVP and Metro NY City Executive @
- 2000 -2005 Managing Director @
- 1998 -now Principal @
- 1992 -now Vice President @
- 1987 -now Sr. Consultant @
- now Sr. Consultant @
David Polansky Education
- Penn State University
MBA (Finance)
- University of Connecticut
BS (Agricultural Engineering)
David Polansky Skills
- Wealth Management
- Asset Managment
- Investment Management
- Asset Allocation
- Wealth Management Services
- Fixed Income
- Alternative Investments
- Management
- Hedge Funds
- New Business Development
- Leadership
- Equities
- Investments
- Mutual Funds
- Asset Management
- Portfolio Management
- Financial Services
- Capital Markets
- Sales
- Business Development
- Training
- Sales Management
- Financial Analysis
- Finance
- Steering
- Project Management
- Long Term Customer Relationships
- Coaching
- Strategic Planning
- Teaching
- Sales Effectiveness
- Higher Education
- Account Management
- High Performance Sales Teams
- Sales Performance
- Microsoft Excel
- Middle Market
David Polansky Summary
- David Polansky, based in New York, NY, US, is currently a Founder and President at D3 Partners, LLC. David Polansky brings experience from previous roles at Performance Methods and BNY Mellon. David Polansky holds a MBA in Finance @ Penn State University. With a robust skill set that includes Wealth Management, Asset Managment, Investment Management, Asset Allocation, Wealth Management Services and more. David Polansky has 2 emails and 2 mobile phone numbers on RocketReach.
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