Żaneta joined the iWealth team at the beginning of 2021. She offers support in making the right investment decisions for wealthy individual and institutional clients, mainly in the Tri-City area.
According to the “human first” principle, we carefully listen to the needs of our clients and help them choose financial instruments in line with their expectations. Thanks to her knowledge, qualifications, experience and, above all, careful diagnosis of the client’s needs, he effectively supports investors in creating an effective “tailor-made” investment portfolio.
An educator by education, a financier by passion with many years of experience in serving clients of the Private Banking segment, gained in the largest Polish financial institutions: PKO BP, BRE Bank SA, BRE Wealth Management and continued in mBank SA, as well as expert knowledge supported by the EFPA European Financial Advisor Certificate (no EFA 794 PL).
As a Gdynia native, Żaneta loves the beach and outdoor activities. You can meet her walking along the seashore or rolling a seaside boulevard on roller skates