Rupal Poltack Email & Phone Number
CEO and President @ Walton Enterprises
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Rupal Poltack Location
- United States
Rupal Poltack Work
- 2023 -now CEO and President @
- 2019 -2023 President and COO @
- 2018 -2019 Senior Vice President, Single Family Office and Ultra-Wealthy Families @
- 2016 -2018 Senior Vice President, Strategy and Planning, Enterprise Technology @
- 2007 -2015 Chief Operating Officer and Chief Financial Officer @
- 2003 -2007 Director, Fidelity Pricing and Cash Management Services @
- 2001 -2003 Director, Business Development @ Project Schedulers Inc.
Rupal Poltack Education
- Boston College
Bachelor of Science (Finance)
1990-1994
Rupal Poltack Skills
- Strategic Planning
- Board Governance
- Client Services
- Negotiation
- Human Capital Management
- Treasury
- Fiduciary Services
- Trust Services
- Foundations
- Investments
- Asset Allocation
- Valuation
- Finance
- Operations Management
- Information Technology
- Regulatory Compliance
- Risk Management
- Due Diligence
- Business Process Re-engineering
Rupal Poltack Summary
- Rupal Poltack, based in United States, is currently a CEO and President at Walton Enterprises. Rupal Poltack brings experience from previous roles at Walton Enterprises, Fidelity Investments and The Crosby Company/Beacon Trust Company. Rupal Poltack holds a 1990 - 1994 Bachelor of Science in Finance @ Boston College. With a robust skill set that includes Strategic Planning, Board Governance, Client Services, Negotiation, Human Capital Management and more. Rupal Poltack has 1 emails and 1 mobile phone numbers on RocketReach.
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