Dawid Iwon
CEO of financial services companies. Financial expert and executive with a strong track record in the industry.
About me
My name is Dawid Iwon, and I am the CEO of two financial companies, Point Finance and Skyline Invest, a senior financial expert, and a strategic business leader. I specialize in financial strategy, company development, wealth management, and creating long-term value in a rapidly changing economic environment.
My managerial experience is complemented by an MBA from the Frankfurt School of Finance & Management, as well as education at the Warsaw School of Economics and the University of Warsaw. I also graduated from the European Academy of Diplomacy, which enhanced my skills in communication, negotiation, and international relations. My standing in the industry is further recognized by my membership in the Million Dollar Round Table (MDRT), an organization bringing together the top 1% of financial advisors worldwide.
In my work, I combine analytical thinking with hands-on management practice. I develop comprehensive capital strategies, support business growth and investments, and help clients make data-driven decisions aligned with their growth vision. My goal is to deliver measurable results—for both companies and individual clients—by integrating finance, innovation, and leadership.
Organizations and institutions I collaborate with
Numbers
A few figures that best illustrate the scale of my work and achievements.
€7 mln+
Value of Managed Financial Projects
Demonstrates effectiveness in managing large financial structures.
300+
Number of Trusted Business and Individual clients
I work with companies and private investors, providing solutions tailored to their goals and risk profiles.
90%+
Financial Strategies Efectiveness
High efficiency proven by tangible business results.
The Edge That Makes a Difference
Here are three reasons why working with me delivers real results and business value.
Experience and Leadership
CEO of two financial companies with extensive experience in leading teams and strategically managing organizations.
Practical Financial Expertise and Strong Education
Specialist in financial strategy, wealth management, and investments, combining hands-on experience with knowledge gained through an MBA at the Frankfurt School of Finance & Management, the Warsaw School of Economics, and the University of Warsaw.
International Recognition and Prestige
Membership in the Million Dollar Round Table (MDRT) and an Executive Diploma in the Art of Diplomacy reflect effectiveness, prestige, and global recognition in business.
Client Testimonials
Words from people who have benefited from my support and experience.
My Expertise – Your Success
I combine strategic knowledge, managerial experience, and a modern approach to business. I specialize in creating effective capital strategies, wealth management, and investments, helping clients build sustainable competitive advantage and long-term value.
Strategic Advisory and Innovative Solutions
I merge managerial and analytical experience with a modern approach to business development, supporting data-driven decisions, vision, and innovations that truly drive growth.
Financial Strategy and Business Development
I develop comprehensive financial and business strategies that enable companies to achieve dynamic growth, increase market value, and reach ambitious long-term goals.
Wealth Management and Investments
I support individual and institutional clients in effective wealth management, investment planning, and capital optimization, ensuring security and tangible financial results.
What People Say About Me
A few words from those I have worked with — about my work, support, and achievements.
My LinkedIn Activity
Here, I share my own content, highlight achievements, share inspiring posts from others, and participate in industry discussions. See what drives me professionally and how I engage with the LinkedIn community.
Contact Me
Do you have any questions or want to discuss a potential collaboration? Write to me, and I will respond as soon as possible.
Dawid Iwon
Prosta 51
00-838 Warsaw
Poland