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Cfp Paul Sawina

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Cfp Paul Sawina

Vice President | BNY Wealth

New York, New York, United States

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Cfp Paul Sawina

Summary

Paul Sawina is a seasoned finance professional with extensive experience in wealth management and investment advisory. Currently serving as Vice President at BNY Wealth, he specializes in alternative investments and asset management for high net worth individuals. With a career spanning over three decades, Paul has held senior roles at notable institutions such as Gibraltar Private Bank and U.S. Trust, showcasing his deep expertise in strategic planning and risk management. His solid educational background includes an MBA in Finance from Fordham University. Paul is known for his analytical approach and commitment to delivering tailored financial solutions. He is passionate about guiding clients through complex investment landscapes and has a proven track record of fostering long-term relationships. Outside of work, Paul is likely to engage in continuous learning to stay ahead in the evolving financial services sector.

General

Specialist

Technical Background

Leadership Experience

Long-Term Tenure

Professional interests

Industry-specific interests

Emerging Technologies

Leadership Development

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Corporate Experience

Cfp Paul Sawina

Work Experience

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Vice President at

BNY Wealth

August 2015 - Present

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Senior Vice President at

Gibraltar Private Bank & Trust

April 2012 - August 2015

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Senior Vice President at

U.S. Trust

May 1996 - April 2012

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Assistant Vice President at

BNY Mellon

January 1989 - January 1993

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Cfp Paul Sawina

Education

Fordham University - Graduate School of Business Administration, Mba

January 1996

Frequently Asked Questions about Cfp Paul Sawina

What company does Cfp Paul Sawina work for?

Cfp Paul Sawina is a Vice President at BNY Wealth, a company specializing in Functions related to depository banking.

Where Cfp Paul Sawina graduated from?

Cfp Paul Sawina holds a degree in Finance, General from Fordham University - Graduate School of Business Administration.

Who is Cfp Paul Sawina?

Paul Sawina is a seasoned finance professional with extensive experience in wealth management and investment advisory. Currently serving as Vice President at BNY Wealth, he specializes in alternative investments and asset management for high net worth individuals. With a career spanning over three decades, Paul has held senior roles at notable institutions such as Gibraltar Private Bank and U.S. Trust, showcasing his deep expertise in strategic planning and risk management. His solid educational background includes an MBA in Finance from Fordham University. Paul is known for his analytical approach and commitment to delivering tailored financial solutions. He is passionate about guiding clients through complex investment landscapes and has a proven track record of fostering long-term relationships. Outside of work, Paul is likely to engage in continuous learning to stay ahead in the evolving financial services sector.

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Colleagues

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Nicole Medeiros

Vice President, Client Relationship Team Lead

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Cima️ Scott Rickman

Senior Vice President, Client Strategist

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Greg Warren

Vice President, Wealth Manager

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Hardik Desai

Solutions Architect, Senior Vice President

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Robyn Meredith

Senior Vice President, Client Strategist

Michael Pefferman

Sr. Wealth Manager, Fiduciary Specialist, VP

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Nicholas Friedmann

Board Member

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Eric Cheng

Senior Vice President

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Daniel Shulman Cap

Senior Vice President, Client Strategist

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Doug Digregorio

Vice President

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