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Beata Ptak Email & Phone Number

Investor Services Specialist at Universal Investment
Location: Cracow, Małopolskie, Poland 4 work roles 2 schools
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✓ Verified May 2026 3 data sources Profile completeness 86%

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Current company
Role
Investor Services Specialist
Location
Cracow, Małopolskie, Poland
Company size

Who is Beata Ptak? Overview

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Quick answer

Beata Ptak is listed as Investor Services Specialist at Universal Investment, a company with 497 employees, based in Cracow, Małopolskie, Poland. AeroLeads shows a matched LinkedIn profile for Beata Ptak.

Beata Ptak previously worked as Private Asset Investor Services Specialist at Universal Investment and Senior Investor Services Specialist at State Street. Beata Ptak holds Magister (Mgr), Studia Filologiczno-Kulturoznawcze Rosji from Uniwersytet Rzeszowski.

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Email format at Universal Investment

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Universal Investment

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Profile bio

About Beata Ptak

Beata Ptak is a Investor Services Specialist at Universal Investment. They is proficient in angielski and rosyjski.

Current workplace

Beata Ptak's current company

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Universal Investment
Universal Investment
Investor Services Specialist
frankfurt am main, hesse, germany
Employees
497
AeroLeads page
4 roles

Beata Ptak work experience

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Senior Investor Services Specialist

Current

Kraków

Cash management/reconciliation, identifying discrepancies in paymentsProcessing investors transactions (subscriptions, redemptions, etc.) with short deadlinesGenerating investors and clients reporting (monthly statements, audits, contract notes, etc.)Email and phone communication with both investors and clients in timely mannerDaily cooperation with other.

Sep 2018 - Present

Investor Services Specialist

Kraków, woj. Małopolskie, Polska

Managing investors’ personal data in the systemReviewing investments activity ensuring accurate and complete details have been entered onto the systemand all required documentation is collected from the investorHandling various projects, actively participating in Client’s on-boarding processTimely and accurate processing of investors' transactionsPreparing.

Dec 2016 - Sep 2018

Sales Specialist

Ph Dobis Sp. Z O.O.

Rzeszów, woj. Podkarpackie, Polska

- Entering the purchase documents into the computer system, preparing sales invoices- Preparation of export documents (sales documents, certificate of origin, shipping documents- Control of supplies from non-EU countries-Ensuring the functioning of purchase and sales transactions in line with the procedures and customs legislation- Supervising the.

Mar 2010 - Dec 2016
Team & coworkers

Colleagues at Universal Investment

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2 education records

Beata Ptak education

FAQ

Frequently asked questions about Beata Ptak

Quick answers generated from the profile data available on this page.

What company does Beata Ptak work for?

Beata Ptak works for Universal Investment.

What is Beata Ptak's role at Universal Investment?

Beata Ptak is listed as Investor Services Specialist at Universal Investment.

Where is Beata Ptak based?

Beata Ptak is based in Cracow, Małopolskie, Poland while working with Universal Investment.

What companies has Beata Ptak worked for?

Beata Ptak has worked for Universal Investment, State Street, and Ph Dobis Sp. Z O.O..

Who are Beata Ptak's colleagues at Universal Investment?

Beata Ptak's colleagues at Universal Investment include Marcelina Stanek, Szymon Sierny, Benedikt Rinn, Jack Dürer, and Besian Dautaj.

How can I contact Beata Ptak?

You can use AeroLeads to view verified contact signals for Beata Ptak at Universal Investment, including work email, phone, and LinkedIn data when available.

What schools did Beata Ptak attend?

Beata Ptak holds Magister (Mgr), Studia Filologiczno-Kulturoznawcze Rosji from Uniwersytet Rzeszowski.

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