Director, Primary Market Department

• Aug 2023 - Present

Business Development Advisor | Project Manager | Change Manager | Mentor

• Jan 2023 - Present

Project Coordinator

• Mar 2020 - Present

Acting Director, Sales Support and Communication Office

• Mar 2021 - Dec 2022

I was building and developing comunication strategy, marketing activities, managing of investment products offer and sales support. Main achievements: 🎯 𝗿𝗲𝗯𝗿𝗮𝗻𝗱𝗶𝗻𝗴 𝗼𝗳 𝗗𝗼𝗺 𝗜𝗻𝘄𝗲𝘀𝘁𝘆𝗰𝘆𝗷𝗻𝘆 𝗫𝗲𝗹𝗶𝗼𝗻 - 𝗻𝗲𝘄 𝗹𝗼𝗴𝗼 & 𝗻𝗲𝘄 𝗰𝗼𝗺𝗺𝘂𝗻𝗶𝗰𝗮𝘁𝗶𝗼𝗻 𝘀𝘁𝗿𝗮𝘁𝗲𝗴𝘆 I was building and developing comunication strategy, marketing activities, managing of investment products offer and sales support. Main achievements: 🎯 𝗿𝗲𝗯𝗿𝗮𝗻𝗱𝗶𝗻𝗴 𝗼𝗳 𝗗𝗼𝗺 𝗜𝗻𝘄𝗲𝘀𝘁𝘆𝗰𝘆𝗷𝗻𝘆 𝗫𝗲𝗹𝗶𝗼𝗻 - 𝗻𝗲𝘄 𝗹𝗼𝗴𝗼 & 𝗻𝗲𝘄 𝗰𝗼𝗺𝗺𝘂𝗻𝗶𝗰𝗮𝘁𝗶𝗼𝗻 𝘀𝘁𝗿𝗮𝘁𝗲𝗴𝘆

Director, Investment Products Management Office

• May 2013 - Feb 2020

I was building strategy for the Private Banking clients based on investment products and services. Main tasks carried out in this position included improving investment products and services processes for clients (project management, digitization), marketing activities, events, cooperation with external business partners (both local and foreign), cooperation with internal business partners, training people and team management. Main achievements: 🎯 𝗱𝗲𝘃𝗲𝗹𝗼𝗽𝗺𝗲𝗻𝘁 𝗼𝗳 𝘀𝘁𝗿𝘂𝗰𝘁𝘂𝗿𝗲𝗱 𝗽𝗿𝗼𝗱𝘂𝗰𝘁𝘀, 𝗯𝗼𝗻𝗱𝘀 & 𝗘𝗧𝗙𝘀 𝗼𝗳𝗳𝗲𝗿 𝗳𝗼𝗿 𝘁𝗵𝗲 𝗕𝗮𝗻𝗸 𝗣𝗲𝗸𝗮𝗼 𝗣𝗿𝗶𝘃𝗮𝘁𝗲 𝗕𝗮𝗻𝗸𝗶𝗻𝗴 𝗰𝗹𝗶𝗲𝗻𝘁𝘀 𝘄𝗵𝗶𝗰𝗵 𝗰𝗮𝘂𝘀𝗲𝗱 𝗮 𝘁𝗵𝗿𝗲𝗲-𝗱𝗶𝗴𝗶𝘁 𝗶𝗻𝗰𝗿𝗲𝗮𝘀𝗲 𝗶𝗻 𝗮𝘀𝘀𝗲𝘁𝘀 𝗮𝗰𝗰𝘂𝗺𝘂𝗹𝗮𝘁𝗲𝗱 𝗶𝗻 𝘁𝗵𝗲𝘀𝗲 𝗽𝗿𝗼𝗱𝘂𝗰𝘁𝘀 𝗬𝗼𝗬 🎯 𝗶𝗻𝘁𝗿𝗼𝗱𝘂𝗰𝘁𝗶𝗼𝗻 𝗼𝗳 𝗰𝗵𝗮𝗻𝗴𝗲𝘀 𝗶𝗻 𝗽𝗿𝗼𝗰𝗲𝘀𝘀𝗲𝘀 𝗮𝗻𝗱 𝗿𝗲𝗴𝘂𝗹𝗮𝘁𝗶𝗼𝗻𝘀 𝗱𝗲𝗱𝗶𝗰𝗮𝘁𝗲𝗱 𝘁𝗼 𝘀𝗲𝗿𝘃𝗶𝗰𝗶𝗻𝗴 𝗕𝗮𝗻𝗸 𝗣𝗲𝗸𝗮𝗼'𝘀 𝗣𝗿𝗶𝘃𝗮𝘁𝗲 𝗕𝗮𝗻𝗸𝗶𝗻𝗴 𝗰𝗹𝗶𝗲𝗻𝘁𝘀 𝗿𝗲𝗹𝗮𝘁𝗲𝗱 𝘁𝗼 𝘁𝗵𝗲 𝗶𝗺𝗽𝗹𝗲𝗺𝗲𝗻𝘁𝗮𝘁𝗶𝗼𝗻 𝗼𝗳 𝘁𝗵𝗲 𝗠𝗶𝗙𝗜𝗗 𝗜𝗜 𝗗𝗶𝗿𝗲𝗰𝘁𝗶𝘃𝗲 𝗶𝗻 𝗣𝗼𝗹𝗮𝗻𝗱 🎯 𝗶𝗺𝗽𝗹𝗲𝗺𝗲𝗻𝘁𝗮𝘁𝗶𝗼𝗻 𝗼𝗳 𝗶𝗻𝘃𝗲𝘀𝘁𝗺𝗲𝗻𝘁 𝗳𝘂𝗻𝗱𝘀 𝗺𝗮𝗻𝗮𝗴𝗲𝗱 𝗯𝘆 𝗚𝗼𝗹𝗱𝗺𝗮𝗻 𝗦𝗮𝗰𝗵𝘀 𝗔𝘀𝘀𝗲𝘁 𝗠𝗮𝗻𝗮𝗴𝗲𝗺𝗲𝗻𝘁 𝗳𝗼𝗿 𝘁𝗲𝗺𝗽𝗼𝗿𝗮𝗿𝘆 𝗱𝗶𝘀𝘁𝗿𝗶𝗯𝘂𝘁𝗶𝗼𝗻 𝗲𝘅𝗰𝗹𝘂𝘀𝗶𝘃𝗶𝘁𝘆 𝗳𝗼𝗿 𝗕𝗮𝗻𝗸 𝗣𝗲𝗸𝗮𝗼 𝗚𝗿𝗼𝘂𝗽: 𝗙𝗼𝗿𝗯𝗲𝘀 𝗔𝘄𝗮𝗿𝗱 (𝟮𝟬𝟭𝟳) 🎯 𝗶𝗺𝗽𝗹𝗲𝗺𝗲𝗻𝘁𝗮𝘁𝗶𝗼𝗻 𝗼𝗳 𝗶𝗻𝘃𝗲𝘀𝘁𝗺𝗲𝗻𝘁 𝗮𝗱𝘃𝗶𝘀𝗼𝗿𝘆 𝘀𝗲𝗿𝘃𝗶𝗰𝗲 (𝘄𝗶𝘁𝗵 𝗜𝗧 𝘁𝗼𝗼𝗹𝘀) 𝗳𝗼𝗿 𝘁𝗵𝗲 𝗕𝗮𝗻𝗸 𝗣𝗲𝗸𝗮𝗼 𝗣𝗿𝗶𝘃𝗮𝘁𝗲 𝗕𝗮𝗻𝗸𝗶𝗻𝗴 𝗰𝗹𝗶𝗲𝗻𝘁𝘀 - 𝗹𝗮𝘂𝗿𝗲𝗮𝘁𝗲 𝘁𝗶𝘁𝗹𝗲 𝗮𝗻𝗱 𝗚𝗼𝗹𝗱𝗲𝗻 𝗘𝗺𝗯𝗹𝗲𝗺 𝗶𝗻 𝘁𝗵𝗲 𝗜𝗻𝘁𝗲𝗿𝗻𝗮𝘁𝗶𝗼𝗻𝗮𝗹 𝗛𝗶𝗴𝗵𝗲𝘀𝘁 𝗤𝘂𝗮𝗹𝗶𝘁𝘆 𝗖𝗼𝗺𝗽𝗲𝘁𝗶𝘁𝗶𝗼𝗻 𝗶𝗻 𝗰𝗮𝘁𝗲𝗴𝗼𝗿𝘆 𝗤𝗜 𝗦𝗘𝗥𝗩𝗜𝗖𝗘𝗦 - 𝘀𝗲𝗿𝘃𝗶𝗰𝗲𝘀 𝗼𝗳 𝘁𝗵𝗲 𝗵𝗶𝗴𝗵𝗲𝘀𝘁 𝗾𝘂𝗮𝗹𝗶𝘁𝘆 (𝟮𝟬𝟭𝟲) Show less

Managing Director (Centralny Dom Maklerski Pekao S.A.)

• Dec 2013 - Aug 2019

I was supervising model between Bank Pekao and Centralny Dom Maklerski Pekao in Private Banking segment (products/services, sales, procedures) and managing investment products offer. Main achievements: 🎯 𝗶𝗺𝗽𝗹𝗲𝗺𝗲𝗻𝘁𝗮𝘁𝗶𝗼𝗻 𝗼𝗳 𝗮 𝗰𝗼𝗼𝗽𝗲𝗿𝗮𝘁𝗶𝗼𝗻 𝗺𝗼𝗱𝗲𝗹 𝗯𝗲𝘁𝘄𝗲𝗲𝗻 𝗕𝗮𝗻𝗸 𝗣𝗲𝗸𝗮𝗼 𝗮𝗻𝗱 𝗖𝗲𝗻𝘁𝗿𝗮𝗹𝗻𝘆 𝗗𝗼𝗺 𝗠𝗮𝗸𝗹𝗲𝗿𝘀𝗸𝗶 𝗣𝗲𝗸𝗮𝗼 𝗶𝗻 𝗼𝗿𝗱𝗲𝗿 𝘁𝗼 𝗼𝗳𝗳𝗲𝗿 𝗯𝗿𝗼𝗸𝗲𝗿𝗮𝗴𝗲 𝘀𝗲𝗿𝘃𝗶𝗰𝗲𝘀 𝘁𝗼 𝗣𝗿𝗶𝘃𝗮𝘁𝗲 𝗕𝗮𝗻𝗸𝗶𝗻𝗴 𝗰𝗹𝗶𝗲𝗻𝘁𝘀 𝗼𝗳 𝗕𝗮𝗻𝗸 𝗣𝗲𝗸𝗮𝗼 Show less

Director (IPOPEMA Asset Management S.A.)

• Oct 2011 - May 2013

I was responsible for the individual and institutional clients service.

Proxy, Investment Products Sales Department Director

• Jun 2011 - May 2013

I was building products and sales strategy based on investment funds. Main tasks carried out in this position: team management, product and brand promotion (project management, PR & marketing activities), cooperation with external distribution channels, training people, individual and institutional customers service, sales support and after-sales service.Main achievements: 🎯 𝗯𝘂𝗶𝗹𝗱𝗶𝗻𝗴 𝗿𝗮𝗻𝗴𝗲 𝗼𝗳 𝗼𝗳𝗳𝗲𝗿 𝗮𝗻𝗱 𝗱𝗶𝘀𝘁𝗿𝗶𝗯𝘂𝘁𝗶𝗼𝗻 𝗻𝗲𝘁𝘄𝗼𝗿𝗸 𝗳𝗼𝗿 𝗼𝗽𝗲𝗻-𝗲𝗻𝗱 𝗳𝘂𝗻𝗱𝘀 𝗺𝗮𝗻𝗮𝗴𝗲𝗱 𝗯𝘆 𝗜𝗣𝗢𝗣𝗘𝗠𝗔 𝗜𝗻𝘃𝗲𝘀𝘁𝗺𝗲𝗻𝘁 𝗙𝘂𝗻𝗱 𝗖𝗼𝗺𝗽𝗮𝗻𝘆 Show less

Customer Relations Director (Asset Management)

• Oct 2011 - Aug 2012

I was responsible for individual and institutional clients service. I was responsible for individual and institutional clients service.

Offer Development Director (BRE Wealth Management S.A.)

• Aug 2010 - May 2011

I was managing investment products and services offer by implementing new products, changes in existing and optimizing processes. I was managing investment products and services offer by implementing new products, changes in existing and optimizing processes.

Sales Director

• Jul 2009 - Jul 2010

Main achievements: 🎯 𝗱𝗲𝘃𝗲𝗹𝗼𝗽𝗺𝗲𝗻𝘁 𝗼𝗳 𝗮𝗰𝘁𝗶𝗼𝗻𝘀 𝘀𝘂𝗽𝗽𝗼𝗿𝘁𝗶𝗻𝗴 𝘁𝗵𝗲 𝗮𝗰𝗾𝘂𝗶𝘀𝗶𝘁𝗶𝗼𝗻 𝗼𝗳 𝗮𝘀𝘀𝗲𝘁𝘀 𝗳𝗼𝗿 𝗼𝗽𝗲𝗻-𝗲𝗻𝗱 𝗳𝘂𝗻𝗱𝘀 𝗮𝗻𝗱 𝗰𝗿𝗲𝗮𝘁𝗶𝗻𝗴 𝘁𝗵𝗲 𝗡𝗢𝗩𝗢 𝗜𝗻𝘃𝗲𝘀𝘁𝗺𝗲𝗻𝘁 𝗙𝘂𝗻𝗱𝘀 𝗽𝗿𝗼𝗱𝘂𝗰𝘁 𝗹𝗶𝗻𝗲 𝗮𝘁 𝗢𝗣𝗘𝗥𝗔 𝗜𝗻𝘃𝗲𝘀𝘁𝗺𝗲𝗻𝘁 𝗙𝘂𝗻𝗱 𝗖𝗼𝗺𝗽𝗮𝗻𝘆 Main achievements: 🎯 𝗱𝗲𝘃𝗲𝗹𝗼𝗽𝗺𝗲𝗻𝘁 𝗼𝗳 𝗮𝗰𝘁𝗶𝗼𝗻𝘀 𝘀𝘂𝗽𝗽𝗼𝗿𝘁𝗶𝗻𝗴 𝘁𝗵𝗲 𝗮𝗰𝗾𝘂𝗶𝘀𝗶𝘁𝗶𝗼𝗻 𝗼𝗳 𝗮𝘀𝘀𝗲𝘁𝘀 𝗳𝗼𝗿 𝗼𝗽𝗲𝗻-𝗲𝗻𝗱 𝗳𝘂𝗻𝗱𝘀 𝗮𝗻𝗱 𝗰𝗿𝗲𝗮𝘁𝗶𝗻𝗴 𝘁𝗵𝗲 𝗡𝗢𝗩𝗢 𝗜𝗻𝘃𝗲𝘀𝘁𝗺𝗲𝗻𝘁 𝗙𝘂𝗻𝗱𝘀 𝗽𝗿𝗼𝗱𝘂𝗰𝘁 𝗹𝗶𝗻𝗲 𝗮𝘁 𝗢𝗣𝗘𝗥𝗔 𝗜𝗻𝘃𝗲𝘀𝘁𝗺𝗲𝗻𝘁 𝗙𝘂𝗻𝗱 𝗖𝗼𝗺𝗽𝗮𝗻𝘆

Sales Director (SEB Towarzystwo Funduszy Inwestycyjnych S.A.)

• 2008 - 2009

Product Manager (Raiffeisen Bank Polska S.A.)

• Dec 2003 - Aug 2008

Inspector in Customer Service Point (Biuro Maklerskie Banku Gospodarki Żywnościowej S.A.)

• Jan 2000 - Nov 2003

Head of Car Loan Service Team (Raiffeisen Leasing Polska S.A.)

• Mar 2005 - Aug 2006