Edward Polansky Email & Phone Number
Director of Client Services @ Water Walker Investments
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Edward Polansky Location
- Elverson, PA, US
Edward Polansky Work
- 2023 -now Director of Client Services @
- 2013 -2023 Key Account Manager @
- 2005 -2013 Relationship Manager (Client Advocate) @
- 2004 -2005 Client Relationship Administrator @
- 2002 -2004 Retirement Planning Consultant @
- 1999 -2002 Account Administrator @
- 1996 -1999 Communication Associate @
Edward Polansky Education
- Penn State University
Masters (Business Administration and Management, General)
1999-2001 - Rider University
Bachelor's degree (Finance, General)
1986-1991 - Bishop Eustace Prep School 1982-1986
Edward Polansky Skills
- Nonprofit Organizations
- Marketing Management
- Operations Management
- Series 6
- Series 63
- Mutual Funds
- Investments
- 401k
- ERISA
- Equities
- Portfolio Management
- Relationship Management
- Financial Analysis
- Retirement
- Process Improvement
- Strategic Planning
- Retirement Planning
- Defined Contribution
- Leadership
- Securities
- Asset Allocation
- ETFs
- Wealth Management
- Asset Management
- CRM
- Investment Strategies
- Employee Benefits
- Financial Services
- Retirement Plan Consulting
- Finance
- Fixed Income
- Business Strategy
- FINRA
- Alternative Investments
- Strategic Financial Planning
- Sales
- Financial Modeling
- Fixed Annuities
- Human Resources
- Investment Advisory
- Pensions
- Investment Management
- Risk Management
- Business Relationship Management
- 401(k) Retirement Savings Plans
- 401k Retirement Savings Plans
- 401 Retirement Savings Plans
Edward Polansky Summary
- Edward Polansky, based in Elverson, PA, US, is currently a Director of Client Services at Deep Blue Investment Advisors. Edward Polansky brings experience from previous roles at Public Financial Management and Vanguard. Edward Polansky holds a 1999 - 2001 Masters in Business Administration and Management, General @ Penn State University. With a robust skill set that includes Nonprofit Organizations, Marketing Management, Operations Management, Series 6, Series 63 and more. Edward Polansky has 1 emails on RocketReach.
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