Paul Polese
Vice President, Senior Relationship Manager at Fidelity Investments at Fidelity
Paul Polese is a eficient expert, that works in Fidelity Investments main office of which is in 499. as a Vice President, Senior Relationship Manager at Fidelity Investments at Fidelity since 2019. Paul gained professional experience in more than eight positions at different companies. Paul Polese went to the Springfield College and got education from 1993 to 1996. This expert has the following qualifications: Miller Heiman: Conceptual Selling | Strategic Selling | Large Account Management and License Series 7, 60, 63, 65, New York State Life. San Mateo, California is the city, where this professional was lastly known to settle. This person's email address and phone number are accessed through Connexy on demand.
Name variants:
Pauly Polese,
Pablo Polese
Contact Information
Workplace
Vice President, Senior Relationship Manager at Fidelity Investments at Fidelity
Boston, MA
Industry
Financial Services
Colleagues
Work History
Vice President, Senior Relationship Manager at Fidelity Investments at Fidelity
245 Summer St, Boston, MA 02210
from Jan 2019
Director of Inside Sales  New Assets of $300M  Client Revenue Increase of 23
600 Townsend St, San Francisco, CA 94103
from Jan 2016
Vice President of Advisory Services
16633 Dallas Pkwy SUITE 700, Addison, TX 75001
Envestnet - Placemark is a leading provider of integrated portfolio, practice management, and reporting solutions to financial advisors and institutions. Our open architecture platform encom...
Feb 2014 — May 2015
Vice President of Sales  Closed $1.2M+ In Revenue 1St Year
10151 Deerwood Park Blvd, Jacksonville, FL 32256
Hired as the Vice President of Sales, I drove business development and profitability goals in the company’s core market ─ selling to and supporting wealth managers and investment advisors in...
2010 — 2013
Senior Relationship Manager, Charles Schwab Insitutional  $5B+ New Assets
211 Main St, San Francisco, CA 94105
As the Senior Relationship Manager, I oversaw top-tier clients within the New York Metro region where I was accountable for generating new assets and growing advisory relationships through ...
2006 — 2010
Vice President of Sales, Advisory Services  Largest Ria Client In Firm History W and $1.4B In Assets
1 Pershing Plz, Jersey City, NJ
I was hired as the Vice President of Sales and Advisory Services to strategically forge key relationships with internal/external partners to grow and expand awareness of Pershing’s custody s...
2002 — 2005
Portfolio Manager  Top Ranking Producer With $88M+ In New Assets
335 Madison Ave, New York, NY 10017
As the Portfolio Manager, I engaged in successfully developing and building client-focused partnerships with high net worth clients by functioning as a "solutions provider" ─ linking soluti...
1998 — 2002
Education
Occupations
Executive
Vice President
Sales Specialist
Relationship Manager
Accountant
Finance and Accounting Specialist
Director
Chief Executive
Account Service Manager
Customer Service
Accounting Bookkeeper
Bookkeeper
Operations Manager
Skills
Financial Services
Portfolio Management
Product Management
Mutual Funds
Business Strategy
New Business Development
Saas
Alternative Investments
Equities
Management
Investment Management
Investment Advisory
Securities
Asset Management
Investments
Sales Strategy and Execution
Business Development
Sales and Revenue Growth
Channel Market Strategy and Development
High Profile Client Presentations
Partnership Creation/Management
Inspirational Team Leadership
Consultative Selling
Complex Contract Negotiations
Cross Functional Collaboration
Institutional Relationships
FAQs about Paul Polese
What is the profession of Paul Polese?
This professional's job is Vice President, Senior Relationship Manager at Fidelity Investments at Fidelity
What jobs is Paul proficient at at?
Paul is a professional such jobs as Executive and Vice President.
Where does Paul Polese currently live?
San Mateo, California is the place where Paul Polese currently lives
What is the expert's email?
Paul's email is pp**@advent.com.
Where did Paul Polese work?
This expert worked at Fidelity Investments, Advent Software.
What education does Paul Polese have?
Paul studied at the Springfield College from 1993 to 1996.
What are the certifications of Paul Polese?
The professional received the following certifications: Miller Heiman: Conceptual Selling | Strategic Selling | Large Account Management and License Series 7, 60, 63, 65, New York State Life.
What is professional industry that Paul Polese is connected to?
Paul works in Financial Services industry.