Donald Pawluk's Location
New York, NY, US
Donald Pawluk's Work
- Financial Advisor @ Coastline Wealth Management
- Agency Owner @ Goosehead Insurance Agency
- Managing Director, Distribution and National Accounts @ Pinnacle Tactical Funds
- SVP, Business Development @ Gemini Alternative Funds, LLC
- Vice President, External Wholesaler @ OppenheimerFunds
- Internal financial consultant @ New York Fitness
- Financial Consultant @ BNY Mellon
Donald Pawluk's Education
- LIU Post
Bachelor of Science (Finance)
1995 - 1997 - Port Jefferson
Donald Pawluk's Skills
- Separately Managed Accounts
- Series 7
- Series 63
- Mutual Funds
- Alternative Investments
- Asset Allocation
- Series 65
- Series 6
- Investments
- Wealth Management
Donald Pawluk's Summary
Donald Pawluk, based in New York, NY, US, is currently a Financial Advisor at Coastline Wealth Management, bringing experience from previous roles at Goosehead Insurance Agency, Pinnacle Tactical Funds, Gemini Alternative Funds, LLC and OppenheimerFunds. Donald Pawluk holds a 1995 - 1997 Bachelor of Science in Finance @ LIU Post. With a robust skill set that includes Separately Managed Accounts, Series 7, Series 63, Mutual Funds, Alternative Investments and more, Donald Pawluk contributes valuable insights to the industry. Donald Pawluk has 4 emails on RocketReach.
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Top Coastline Wealth Management Employees
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Cynthia Grauer
Managing Partner and Financial Advisor at Coastline Wealth Management
Uniondale, NY, US35+ -
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Philip Giammarino
Director of Premier Wealth Management at Coastline Wealth Management
Port Jefferson, NY, US5+4 -
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ViewRichard Barnes
Financial Advisor at Coastline Wealth Management
Land O' Lakes, Florida, United States21 -
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Todd Hynes
Director of Risk Management at Coastline Wealth Management
Uniondale, New York, United States21 -
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