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 3 mobile phone numbers on RocketReach.
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