As Managing Partner, Piotr is responsible at iWealth for the development of the Wealth Managers team and, using his many years of experience and competencies as an Advisor, supports clients in achieving their financial goals.
Almost 25 years associated with the financial sector, he gained experience in entities of the PKO Bank Polski SA capital group – in Poznań and Warsaw – in expert and managerial positions (in the sales division, e.g. acting director of a bank branch, sales network manager). He is licensed as an insurance agent (1998). He became involved in the capital market in 1999 as a regional manager of cooperation with PKO / Credit Suisse TFI SA and PTE Bankowy SA, in 2006-2015 as Deputy Director in the Sales Department, then Macroregion Director of PKO TFI, where he supported the development of the bank’s distribution network in the areas of training and coaching advisors and managing wealthy clients’ portfolios (private and personal banking).
Piotr is a graduate of the Faculty of History at the Jagiellonian University in Krakow (1992) and postgraduate studies in Commercial Bank Management (Warsaw School of Economics, 2001) and the Investment Fund Market (University of Finance and Management in Warsaw, 2007).