Agata at iWealth is responsible for building and supervising the Wealth Managers team. She also uses her many years of experience as a client advisor, supporting wealthy individual and institutional clients in investment decisions.
She is a financier with twenty years of experience and extensive knowledge of the capital market. An ethical approach to actions taken is a priority for her, therefore, in working with clients, she follows the principle of responsibility and honesty. She gained her experience in Centralny Dom Maklerski Pekao SA, Bank Pekao SA and Alior Bank as a specialist, senior advisor, manager of the Customer Service Department, Regional Director and manager of Private Banking clients.
Having been present on the capital market for over 20 years, Jacek gained comprehensive knowledge of investment opportunities and experience in working with private banking clients and SME companies. He started his career at the Capital Operations Center of Bank Handlowy as a Customer Advisor and later as a Manager. In the following years, he worked on managerial positions – in Pekao S.A. and BPH S.A. banks, as a Branch Manager. He spent the last years as Key Account Manager at Noble Securities S.A. Brokerage House.