Sheena Dee Pauley Cfp® Ctfa

Sheena Dee Pauley has a substantial and varied work experience in the field of finance and wealth management. Their most recent position is as a Senior Portfolio Manager and Managing Director at MAI Capital Management, LLC since 2022. Prior to that, they worked as a Vice President and Senior Investment Advisor at PNC Wealth Management starting in 2018. Sheena also held the role of Vice President and Investment Advisor at the same company from 2015 to 2018. Before joining PNC, they gained experience at KeyBank as a Vice President and Relationship Manager in their Private Bank division from 2013 to 2015.

Sheena Pauley also has a history with PNC Wealth Management, where they held various positions from 2010 to 2013, including Vice President and Relationship Manager, as well as Vice President and Relationship Advisor in their Wealth Management department. Prior to that, they worked at PNC National City Bank as an Assistant Vice President from 2007 to 2010.

Before joining PNC, they gained experience at US Bank as a Private Client Advisor from 2006 to 2007. Sheena also worked at Fifth Third Bank as an Investment Advisor in their Private Client Group from 2004 to 2006.

At the start of their career, Sheena Pauley worked at Morgan Stanley as a Financial Advisor from 1999 to 2004. Prior to that, they served as an Investment Executive at Paine Webber from 1997 to 1999.

Sheena Dee Pauley holds a Bachelor of Arts degree in Political Economy from Skidmore College, which they obtained from 1984 to 1988. Sheena also pursued a Master of Business Administration (MBA) degree in Banking and Finance from the Weatherhead School of Management at Case Western Reserve University from 2004 to 2007. In addition to their formal education, they have earned the Certified Financial Planner (CFP®) and Certified Trust and Financial Advisor (CTFA) designations. Sheena obtained the CTFA certification from the American Bankers Association.