Wealth Management Specialist
Current
Jan 2018 - Present
AeroLeads people directory · profile
Brian Polakowski, Cima® Email & Phone Number
VIce President - Investment Advisor Specialist
at
Merrill Lynch
1 work email found
@ml.com
4 phones found area 732, 416, and 877
LinkedIn matched
✓ Verified August 2026
4 data sources
Profile completeness 100%
Current company
Role
VIce President - Investment Advisor Specialist
Location
Howell Township, New Jersey, United States
Who is Brian Polakowski, Cima®? Overview
A concise factual answer block for searchers comparing this professional profile.
Quick answer
Brian Polakowski, Cima® is listed as VIce President - Investment Advisor Specialist at Merrill Lynch, based in Howell Township, New Jersey, United States. AeroLeads shows a work email signal at ml.com, phone signal with area code 732, 416, 877, and a matched LinkedIn profile for Brian Polakowski, Cima®.
Brian Polakowski, Cima® previously worked as Wealth Management Specialist at Merrill Lynch and Vice President at Merrill Lynch. Brian Polakowski, Cima® holds Bs, Economics from Alfred Lerner College Of Business & Economics At University Of Delaware.
Company email context
Email format at Merrill Lynch
This section adds company-level context without repeating Brian Polakowski, Cima®'s masked contact details.
*@ml.com
71% confidence
AeroLeads found 1 current-domain work email signal for Brian Polakowski, Cima®. Compare company email patterns before reaching out.
Profile bio
About Brian Polakowski, Cima®
A Financial Sales professional with a history of proven sales and management results across multiple distribution roles. A unique field of experience within the financial services industry working with both Domestic and International clients from numerous institutions large and small. Core strengths include relationship building, sales and revenue growth, and managing individuals of diverse backgrounds. Fully licensed and hold a Certified Investment Management Analyst (CIMA) designation.
Listed skills include Alternative Investments, Asset Management, Mutual Funds, Asset Allocation, and 30 others.
Current workplace
Brian Polakowski, Cima®'s current company
Company context helps verify the profile and gives searchers a useful next step.
8 roles
Brian Polakowski, Cima® work experience
A career timeline built from the work history available for this profile.
Vice President
Current
Jan 2018 - Present
Vice President - Sales
Sales for the North East, and Texas Broker Dealer Channels providing customized portfolio construction services and solutions in Separately Managed Accounts, Domestic and Offshore Mutual Funds, Closed End Funds, ETFs, and Alternative Investments.
Oct 2012 - Jan 2017
Vice President - International (Offshore) Hybrid Wholesaler
Working exclusively with International Financial Advisors located in both North and South America with a focus on tactical investments as well as new offerings and themed initiatives.
Jun 2010 - Oct 2012
Vice President - High Net Worth Sales Desk Manager
Managed a newly formed High Net Worth Sales Desk with locations in the US, UK, Asia, and South America targeting International Financial Advisors and Private Banking Advisors within the Merrill Lynch Advisory Channel.
Nov 2007 - Jun 2010
Assistant Vice President - International Sales
Internal Wholesaler working with Merrill Lynch International Advisors throughout the world in regions of Asia, the Middle East, Western Europe, the UK, and the Americas. A newly created team built to improve market share.
May 2003 - Nov 2007
Associate Asset Management Advisor
Internal Wholesaler providing sales and marketing support to the National Sales Division of Merrill Lynch. Territories varied from the NYC Metro area, Southern California, and Virginia Regions.
Mar 2000 - Oct 2003
Junior Equity Research Analyst
Able Noser
Equity analyst for over 2000 publicly traded companies worldwide. Responsible for tracking and monitoring the earnings and revenue forecasts for each company by maintaining firm databases. We provided this research and analysis to Asset Management firms to assist portfolio managers make more informed decisions for their own clients.
Sep 1998 - Feb 2000
Team & coworkers
Colleagues at Merrill Lynch
Other employees you can reach at ml.com. View company contacts →
UM
Uma Maheswara Rao
Colleague at Merrill LynchSingapore
View →
MA
Michael A. Mouro, Aams™, Awma™, Crpc™
Colleague at Merrill LynchNew York, United States
View →
AF
Anthony Fantigrossi, Apma®, Crpc®, Cltc®
Colleague at Merrill LynchFort Lauderdale, Florida, United States
View →
CL
Chris Lowell
Colleague at Merrill LynchSanta Rosa Beach, Florida, United States
View →
NK
Naveen Kunninakathu
Colleague at Merrill LynchEdison, New Jersey, United States
View →
AF
Anne Frymoyer
Colleague at Merrill LynchBirmingham, Michigan, United States
View →
JT
Joe Torrance, Csric®
Colleague at Merrill LynchPhiladelphia, Pennsylvania, United States
View →
PF
Pierre F.
Colleague at Merrill LynchSarreguemines, Grand Est, France
View →
JH
Jennifer Holland
Colleague at Merrill LynchGreater Indianapolis, United States
View →
CJ
Cincinnati-Ct-Cop: Jackson
Colleague at Merrill LynchSimsbury, Connecticut, United States
View →
Uma Maheswara Rao
Colleague at Merrill LynchSingapore
View →
MA
Michael A. Mouro, Aams™, Awma™, Crpc™
Colleague at Merrill LynchNew York, United States
View →
AF
Anthony Fantigrossi, Apma®, Crpc®, Cltc®
Colleague at Merrill LynchFort Lauderdale, Florida, United States
View →
CL
Chris Lowell
Colleague at Merrill LynchSanta Rosa Beach, Florida, United States
View →
NK
Naveen Kunninakathu
Colleague at Merrill LynchEdison, New Jersey, United States
View →
AF
Anne Frymoyer
Colleague at Merrill LynchBirmingham, Michigan, United States
View →
JT
Joe Torrance, Csric®
Colleague at Merrill LynchPhiladelphia, Pennsylvania, United States
View →
PF
Pierre F.
Colleague at Merrill LynchSarreguemines, Grand Est, France
View →
JH
Jennifer Holland
Colleague at Merrill LynchGreater Indianapolis, United States
View →
CJ
Cincinnati-Ct-Cop: Jackson
Colleague at Merrill LynchSimsbury, Connecticut, United States
View →
2 education records
Brian Polakowski, Cima® education
Bs, Economics
Alfred Lerner College Of Business & Economics At University Of Delaware
Bs, Business
Howell High School
FAQ
Frequently asked questions about Brian Polakowski, Cima®
Quick answers generated from the profile data available on this page.
What company does Brian Polakowski, Cima® work for?
Brian Polakowski, Cima® works for Merrill Lynch.
What is Brian Polakowski, Cima®'s role at Merrill Lynch?
Brian Polakowski, Cima® is listed as VIce President - Investment Advisor Specialist at Merrill Lynch.
What is Brian Polakowski, Cima®'s email address?
AeroLeads has found 1 work email signal at @ml.com for Brian Polakowski, Cima® at Merrill Lynch.
What is Brian Polakowski, Cima®'s phone number?
AeroLeads has found 4 phone signal(s) with area code 732, 416, 877 for Brian Polakowski, Cima® at Merrill Lynch.
Where is Brian Polakowski, Cima® based?
Brian Polakowski, Cima® is based in Howell Township, New Jersey, United States while working with Merrill Lynch.
What companies has Brian Polakowski, Cima® worked for?
Brian Polakowski, Cima® has worked for Merrill Lynch, Blackrock, and Able Noser.
Who are Brian Polakowski, Cima®'s colleagues at Merrill Lynch?
Brian Polakowski, Cima®'s colleagues at Merrill Lynch include Uma Maheswara Rao, Michael A. Mouro, Aams™, Awma™, Crpc™, Anthony Fantigrossi, Apma®, Crpc®, Cltc®, Chris Lowell, and Naveen Kunninakathu.
How can I contact Brian Polakowski, Cima®?
You can use AeroLeads to view verified contact signals for Brian Polakowski, Cima® at Merrill Lynch, including work email, phone, and LinkedIn data when available.
What schools did Brian Polakowski, Cima® attend?
Brian Polakowski, Cima® holds Bs, Economics from Alfred Lerner College Of Business & Economics At University Of Delaware.
What skills is Brian Polakowski, Cima® known for?
Brian Polakowski, Cima® is listed with skills including Alternative Investments, Asset Management, Mutual Funds, Asset Allocation, Separately Managed Accounts, Portfolio Management, International Sales, and Sales.
Find 750M verified contacts
Search by job title, company, industry, location, and seniority. Export verified B2B contact data when you need it.
Start free trial