Dionna Poluch, Cfp®

Dionna Poluch, Cfp® Email and Phone Number

Private Wealth Relationship Manager | Director of Marketing @ Brandywine Oak Private Wealth
Philadelphia, PA, US
Dionna Poluch, Cfp®'s Location
Greater Philadelphia, United States, United States
Dionna Poluch, Cfp®'s Contact Details

Dionna Poluch, Cfp® personal email

About Dionna Poluch, Cfp®

Dionna Poluch, Cfp® is a Private Wealth Relationship Manager | Director of Marketing at Brandywine Oak Private Wealth. She possess expertise in microsoft office, microsoft excel, microsoft powerpoint, social media marketing, customer service management and 12 more skills.

Dionna Poluch, Cfp®'s Current Company Details
Brandywine Oak Private Wealth

Brandywine Oak Private Wealth

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Private Wealth Relationship Manager | Director of Marketing
Philadelphia, PA, US
Website:
brandywineoak.com
Employees:
15
Dionna Poluch, Cfp® Work Experience Details
  • Brandywine Oak Private Wealth
    Private Wealth Relationship Manager | Director Of Marketing
    Brandywine Oak Private Wealth
    Philadelphia, Pa, Us
    View
  • Brandywine Oak Private Wealth
    Director Of Marketing | Private Wealth Relationship Manager
    Brandywine Oak Private Wealth Jan 2024 - Present
    Kennett Square, Pennsylvania, Us
    View
  • Domain Money
    Certified Financial Planner™ Professional
    Domain Money May 2023 - Jan 2024
    New York , Us
    View
  • Beck Bode, Llc
    Client Relationship Manager
    Beck Bode, Llc Jun 2022 - May 2023
    Dedham, Massachusetts, Us
    View
  • J.P. Morgan Wealth Management
    Associate
    J.P. Morgan Wealth Management Sep 2018 - Jun 2022
    New York, Ny, Us
    View

Dionna Poluch, Cfp® Skills

Microsoft Office Microsoft Excel Microsoft Powerpoint Social Media Marketing Customer Service Management Digital Marketing Search Engine Optimization Sales Brand Awareness Marketing Social Media Advertising Customer Service Microsoft Word Public Speaking Teamwork Communication

Dionna Poluch, Cfp® Education Details

  • Alfred Lerner College Of Business & Economics At University Of Delaware
    Alfred Lerner College Of Business & Economics At University Of Delaware
    Finance
  • Bryant University
    Bryant University
    Financial Planning

Frequently Asked Questions about Dionna Poluch, Cfp®

What company does Dionna Poluch, Cfp® work for?

Dionna Poluch, Cfp® works for Brandywine Oak Private Wealth

What is Dionna Poluch, Cfp®'s role at the current company?

Dionna Poluch, Cfp®'s current role is Private Wealth Relationship Manager | Director of Marketing.

What is Dionna Poluch, Cfp®'s email address?

Dionna Poluch, Cfp®'s email address is di****@****gan.com

What schools did Dionna Poluch, Cfp® attend?

Dionna Poluch, Cfp® attended Alfred Lerner College Of Business & Economics At University Of Delaware, Bryant University.

What skills is Dionna Poluch, Cfp® known for?

Dionna Poluch, Cfp® has skills like Microsoft Office, Microsoft Excel, Microsoft Powerpoint, Social Media Marketing, Customer Service Management, Digital Marketing, Search Engine Optimization, Sales, Brand Awareness, Marketing, Social Media, Advertising.

Who are Dionna Poluch, Cfp®'s colleagues?

Dionna Poluch, Cfp®'s colleagues are Sienna Depietro, Peter Kim, Cfa, Lisa Quadrini, Alison Dorsman, Mark Jackson, Cfp®, Crpc®, Michelle Dell.

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