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Sheena Dee Pauley Cfp Ctfa
Sheena Dee Pauley Cfp Ctfa
Senior Portfolio Manager, Managing Director | MAI Capital Management
Cleveland, Ohio, United States
Sheena Dee Pauley Cfp Ctfa
Summary
Sheena Dee Pauley is a seasoned financial professional with over two decades of experience in wealth management and investment advisory roles. Currently serving as a Senior Portfolio Manager and Managing Director at MAI Capital Management, she has a rich background in managing high net worth portfolios. Her career spans multiple prestigious firms, including PNC Wealth Management and Morgan Stanley, where she has consistently excelled in client relationship management and investment strategies. Sheena holds an MBA in Banking and Finance from the Weatherhead School of Management at Case Western Reserve University, and a BA in Political Economy from Skidmore College. Beyond her professional endeavors, she is passionate about empowering clients through financial education and strategic investment planning. Her multilingual capabilities, including proficiency in French, enhance her ability to connect with diverse clients. Sheena is known for her analytical mindset and a keen eye for market trends, making her a valuable asset in the financial sector.
Sheena Dee Pauley Cfp Ctfa
Work Experience
Senior Portfolio Manager, Managing Director at
MAI Capital Management
August 2022 - Present
Vice President, Senior Investment Advisor at
PNC
August 2018 - Present
Vice President, Senior Investment Advisor at
Pnc Wealth Management
August 2018 - Present
Vice President, Investment Advisor at
PNC
February 2015 - Present
Vice President, Investment Advisor at
Pnc Wealth Management
February 2015 - Present
Vice President, Relationship Manager, Private Bank at
KeyBank
October 2013 - February 2015
Vice President, Relationship Manager, Private Bank at
Key Corp Inc
October 2013 - February 2015
Vice President, Relationship Manager at
PNC
February 2011 - October 2013
Vice President, Relationship Manager at
Pnc Wealth Management
February 2011 - October 2013
Vice President, Relationship Advisor, Wealth Management at
Pnc Bank
September 2010 - October 2013
Vice President, Relationship Advisor, Wealth Management at
Pnc Wealth Management
September 2010 - October 2013
Assistant Vice President at
National City Bank
July 2007 - September 2010
Assistant Vice President at
Pnc National City Bank
July 2007 - September 2010
Private Client Advisor at
Us Bank
January 2006 - June 2007
Private Client Advisor at
U.S. Bank
January 2006 - June 2007
Investment Advisor Private Client Group at
Fifth Third Bank
August 2004 - January 2006
Investment Advisor Private Client Group at
Fifth Third Bank
August 2004 - January 2006
Financial Advisor at
Morgan Stanley
October 1999 - July 2004
Financial Advisor at
Morgan Stanley
October 1999 - July 2004
Investment Executive at
Paine Webber
January 1997 - January 1999
Investment Executive at
Paine Webber
January 1997 - January 1999
Sheena Dee Pauley Cfp Ctfa
Education
Weatherhead School of Management at Case Western Reserve University, Mba
January 2004 - January 2007
Weatherhead School of Management at Case Western Reserve University, MBA
January 2004 - January 2007
Skidmore College, BA
January 1984 - January 1988
Skidmore College, Ba
January 1984 - January 1988
January 1977 - January 1984
Prealpina Institut de Jeunne Filles
January 1981 - January 1983
Prealpina Institut de Jeunne Filles, French
January 1981 - January 1983
La Sagesse Convent School for Girls
January 1970 - January 1977
Frequently Asked Questions about Sheena Dee Pauley Cfp Ctfa
What is Sheena Dee Pauley Cfp Ctfa email address?
Sheena Dee Pauley Cfp Ctfa's primary email address is *************@mai.capital. To view the full verified email and additional contact details, sign up for free with Muraena.
What company does Sheena Dee Pauley Cfp Ctfa work for?
Sheena Dee Pauley Cfp Ctfa is a Senior Portfolio Manager, Managing Director at MAI Capital Management, a company specializing in Monetary Authorities-Central Bank.
Where Sheena Dee Pauley Cfp Ctfa graduated from?
Sheena Dee Pauley Cfp Ctfa holds a degree in Banking And Finance from Weatherhead School of Management at Case Western Reserve University.
How can I directly contact Sheena Dee Pauley Cfp Ctfa?
To contact Sheena Dee Pauley Cfp Ctfa directly, you can use the email address *************@mai.capital. Complete contact information is available upon registration with Muraena.
Who is Sheena Dee Pauley Cfp Ctfa?
Sheena Dee Pauley is a seasoned financial professional with over two decades of experience in wealth management and investment advisory roles. Currently serving as a Senior Portfolio Manager and Managing Director at MAI Capital Management, she has a rich background in managing high net worth portfolios. Her career spans multiple prestigious firms, including PNC Wealth Management and Morgan Stanley, where she has consistently excelled in client relationship management and investment strategies. Sheena holds an MBA in Banking and Finance from the Weatherhead School of Management at Case Western Reserve University, and a BA in Political Economy from Skidmore College. Beyond her professional endeavors, she is passionate about empowering clients through financial education and strategic investment planning. Her multilingual capabilities, including proficiency in French, enhance her ability to connect with diverse clients. Sheena is known for her analytical mindset and a keen eye for market trends, making her a valuable asset in the financial sector.
Sheena`s contact details
*************@mai.capital
*************@pnc.com
Colleagues
Regional President, Senior Managing Director
Managing Director, Senior Wealth Advisor
Regional President
Managing Director
Senior Wealth Advisor, Team Leader, Managing Director
Senior Wealth Advisor Managing Director
Managing Director
Managing Partner
Managing Partner
Senior Wealth Advisor, Managing Director