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Sheena Dee Pauley Cfp Ctfa

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Sheena Dee Pauley Cfp Ctfa

Senior Portfolio Manager, Managing Director | MAI Capital Management

Cleveland, Ohio, United States

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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.

General

Specialist

Leadership Experience

Long-Term Tenure

Professional interests

Leadership Development

Emerging Technologies

Organisational experience

Corporate Experience

Sheena Dee Pauley Cfp Ctfa

Work Experience

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Senior Portfolio Manager, Managing Director at

MAI Capital Management

August 2022 - Present

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Vice President, Senior Investment Advisor at

PNC

August 2018 - Present

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Vice President, Senior Investment Advisor at

Pnc Wealth Management

August 2018 - Present

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Vice President, Investment Advisor at

PNC

February 2015 - Present

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Vice President, Investment Advisor at

Pnc Wealth Management

February 2015 - Present

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Vice President, Relationship Manager, Private Bank at

KeyBank

October 2013 - February 2015

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Vice President, Relationship Manager, Private Bank at

Key Corp Inc

October 2013 - February 2015

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Vice President, Relationship Manager at

PNC

February 2011 - October 2013

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Vice President, Relationship Manager at

Pnc Wealth Management

February 2011 - October 2013

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Vice President, Relationship Advisor, Wealth Management at

Pnc Bank

September 2010 - October 2013

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Vice President, Relationship Advisor, Wealth Management at

Pnc Wealth Management

September 2010 - October 2013

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Assistant Vice President at

National City Bank

July 2007 - September 2010

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Assistant Vice President at

Pnc National City Bank

July 2007 - September 2010

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Private Client Advisor at

Us Bank

January 2006 - June 2007

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Private Client Advisor at

U.S. Bank

January 2006 - June 2007

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Investment Advisor Private Client Group at

Fifth Third Bank

August 2004 - January 2006

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Investment Advisor Private Client Group at

Fifth Third Bank

August 2004 - January 2006

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Financial Advisor at

Morgan Stanley

October 1999 - July 2004

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Financial Advisor at

Morgan Stanley

October 1999 - July 2004

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Investment Executive at

Paine Webber

January 1997 - January 1999

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Investment Executive at

Paine Webber

January 1997 - January 1999

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Sheena Dee Pauley Cfp Ctfa

Education

Skidmore College, BA

January 1984 - January 1988

Skidmore College, Ba

January 1984 - January 1988

Hathaway Brown School

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

mail

*************@mai.capital

*************@pnc.com

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Rick Buoncore

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Rick Beebe

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