Professional Summary

Professional Overview

Paul Polese is an experienced Funding Consultant and Founder with a proven track record of success in the financial services industry. He specializes in providing comprehensive funding solutions to clients, leveraging his extensive expertise in investment management, client relations, and revenue growth.

Current Role

As the Founder of BCA Funding Inc., Paul is responsible for overseeing all aspects of the firm's operations, including business development, client engagement, and strategic planning. He leverages his deep industry knowledge and strong relationships to identify and secure funding opportunities for clients, ensuring their financial success.

Career Progression

Prior to founding BCA Funding Inc., Paul held several senior-level positions in the financial services industry. As the Director and Advisor Advocate at NewEdge Advisors, he played a crucial role in advocating for and supporting financial advisors, helping them to navigate complex regulatory environments and enhance their practice efficiency. As the Chief Revenue Officer at Benjamin, he led the company's revenue growth strategy, driving a significant increase in client revenue.

Earlier in his career, Paul held various leadership roles at prominent financial institutions, including Fidelity Investments, SS&C Advent, Placemark Investments, Black Diamond Performance Reporting, LLC, Charles Schwab, and Pershing, a BNY Mellon company. In these positions, he consistently demonstrated his ability to generate new assets, increase client revenue, and build strong, long-lasting relationships with clients.

Academic Background

Paul holds a Bachelor's degree from a reputable university, where he specialized in Finance and Economics. His academic achievements and relevant coursework have provided him with a solid foundation to excel in the financial services industry.

Areas of Expertise

• Funding and investment management

• Client relationship management

• Revenue growth and business development

• Strategic planning and execution

• Financial advisory and consulting

Professional Impact

Throughout his career, Paul has demonstrated a strong commitment to driving growth and success for his clients. He has successfully secured over $300 million in new assets and increased client revenue by 23% in his previous roles. Additionally, he has been recognized as a top-ranking producer, consistently delivering exceptional results for his clients.

Conclusion

With his extensive experience, impressive track record, and deep industry expertise, Paul Polese is well-positioned to continue driving success for his clients as the Founder of BCA Funding Inc. His unwavering dedication to providing innovative funding solutions and delivering exceptional client service make him a valuable asset in the financial services industry.