Rupal Poltack Email & Phone Number
CEO and President @ Walton Enterprises
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Rupal Poltack Location
- United States
Rupal Poltack Work
- CEO and President @ (May 2023 - Present)
- President and COO @ (April 2019 - April 2023)
- Senior Vice President, Single Family Office and Ultra-Wealthy Families @ (January 2018 - April 2019)
- Senior Vice President, Strategy and Planning, Enterprise Technology @ (January 2016 - January 2018)
- Chief Operating Officer and Chief Financial Officer @ (January 2007 - January 2015)
- Director, Fidelity Pricing and Cash Management Services @ (January 2003 - January 2007)
- Director, Business Development @ Project Schedulers Inc. (January 2001 - January 2003)
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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Rupal Poltack
CEO and President
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