Paul Polese's Email & Phone Number
Chief Revenue Officer (CRO) at benjamin
Paul Polese Email Addresses
Paul Polese's Work Experience
Vice President, Senior Relationship Manager at Fidelity Investments
January 2019 to January 2021
Director of Inside Sales ⇢ New Assets of $300M ⇢ Client Revenue Increase of 23%
January 2016 to January 2019
Placemark Investments (Acquired by Envestnet)
VP of Advisory Services
February 2014 to January 2015
Black Diamond Performance Reporting, LLC (Acquired by Advent Software)
VP of Sales ⇢ Closed $1.2M+ in Revenue 1st Year
January 2010 to January 2013
Charles Schwab
Senior Relationship Manager, Charles Schwab Insitutional ⇢ $5B+ New Assets
January 2006 to January 2010
VP of Sales, Advisory Services ⇢ Largest RIA Client in Firm History w/$1.4B in Assets
January 2002 to January 2005
Portfolio Manager ⇢ Top Ranking Producer with $88M+ in New Assets
January 1998 to January 2002
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Paul Polese's Education
Springfield College
January 1992 to January 1996
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Frequently Asked Questions about Paul Polese
What is Paul Polese email address?
Email Paul Polese at [email protected] and [email protected]. This email is the most updated Paul Polese's email found in 2024.
What is Paul Polese phone number?
Paul Polese phone number is +1.9148318061 and 9045489971.
How to contact Paul Polese?
To contact Paul Polese send an email to [email protected] or [email protected]. If you want to call Paul Polese try calling on +1.9148318061 and 9045489971.
What company does Paul Polese work for?
Paul Polese works for Fidelity Investments
What is Paul Polese's role at Fidelity Investments?
Paul Polese is Vice President, Senior Relationship Manager
What industry does Paul Polese work in?
Paul Polese works in the Financial Services industry.
Paul Polese's Professional Skills Radar Chart
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Paul Polese's Estimated Salary Range
Paul Polese Email Addresses
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Paul Polese's Ranking
Ranked #630 out of 12,599 for Vice President, Senior Relationship Manager in New York
Paul Polese's Personality Type
Extraversion (E), Intuition (N), Feeling (F), Judging (J)
Average Tenure
2 year(s), 0 month(s)
Paul Polese's Willingness to Change Jobs
Unlikely
Likely
Open to opportunity?
There's 90% chance that Paul Polese is seeking for new opportunities
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Paul Polese's Social Media Links
/in/paul-polese-b4050266 /company/fidelity-investments /school/springfield-college/