Paul Polese's Location
New York, NY, US
Paul Polese's Work
- Director, Advisor Advocate @ Goss Advisors
- Chief Revenue Officer (CRO) @ Benjamin
- Vice President, Senior Relationship Manager at Fidelity Investments @ Fidelity Investments
- Director of Inside Sales ⇢ New Assets of $300M ⇢ Client Revenue Increase of 23% @ SS&C Advent
- VP of Advisory Services @ Envestnet, Inc
- VP of Sales ⇢ Closed $1.2M+ in Revenue 1st Year @ Black Diamond Performance Reporting, LLC
- Senior Relationship Manager, Charles Schwab Insitutional ⇢ $5B+ New Assets @ Charles Schwab
- VP of Sales, Advisory Services ⇢ Largest RIA Client in Firm History w and $1.4B in Assets @ Pershing, a BNY Mellon company
- Portfolio Manager ⇢ Top Ranking Producer with $88M+ in New Assets @ Pinnacle Associates, Ltd.
Paul Polese's Education
- Springfield College
Bachelor of Arts
1992 - 1996
Paul Polese's Skills
- Product Management
- New Business Development
- Business Strategy
- SaaS
- Financial Services
- Portfolio Management
- Investment Management
- Mutual Funds
- Investment Advisory
- Alternative Investments
Paul Polese's Summary
Paul Polese, based in New York, NY, US, is currently a Director, Advisor Advocate at NewEdge Advisors, bringing experience from previous roles at Benjamin, Fidelity Investments, SS&C Advent and Placemark Investments (Acquired by Envestnet). Paul Polese holds a 1992 - 1996 Bachelor of Arts @ Springfield College. With a robust skill set that includes Product Management, New Business Development, Business Strategy, SaaS, Financial Services and more, Paul Polese contributes valuable insights to the industry. Paul Polese has 3 emails on RocketReach.
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