Dawid Iwon
CEO of financial companies. Financial expert and Million Dollar Round Table member. A strategic partner for business.
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.
My Expertise – Your Success in Business
Effective business requires a strategic partner who understands both numbers and people. See how I can support your growth.
Strategic Advisory & Capital Advisory
Looking for a partner who can view your business or investments from a strategic perspective? I create comprehensive financial strategies based on data and a long-term vision for growth.
Business Development & Leadership
Building a company and need someone who understands both numbers and people? I combine management experience with financial expertise to support decisions that drive real growth.
Wealth Management & Investments
Managing significant capital and focused on security and efficient allocation? I support institutional and private clients in building portfolios tailored to their goals and risk profile.
Business Partnership & Cooperation
Have a project that requires a solid financial partner or an expert with industry experience? I am open to discussing forms of cooperation that create value for both sides.
What My Business Partners Say About Me
A few words from those I have worked with — about my work, support, and achievements.
Grzegorz Dobek – CEO | Business Trainer
I have had the pleasure of working with Dawid for some time on a project bringing together the best financial advisors. Dawid is a financial expert, specializing in particular in long-term savings and investment programs.
As a business manager, he excels at developing growth strategies and effectively implementing them.
He is someone you can truly rely on — a gentleman’s agreement is all it takes.
Anna Ralcewicz – Director
I wholeheartedly recommend Dawid Iwon as one of the most effective and professional partners working with ERGO Hestia. His MDRT achievement confirms his highest work standards and real impact on clients’ financial security.
What sets him apart is his attentive, client-centered approach focused on their needs, personal culture, professional service, ability to explain complex topics in a simple way, and commitment to building long-term relationships.
Saeed Faarhat – Project Manager
I had the opportunity to work with Dawid and was consistently impressed by how he approaches complex problems.
He combines strong analytical skills with a practical mindset, and knows how to translate financial analysis into clear, actionable decisions. He’s also comfortable challenging assumptions and bringing a different perspective when needed.
Beyond that, he’s a reliable and thoughtful person to work with. He contributes meaningfully, listens to others, and helps move discussions forward.
Recommendations verified on LinkedIn
Client Testimonials
Recommendations from clients who have benefited used my services.
Client reviews verified on Google Business Profile. Presented in their original language for authenticity
Business & Industry Activity
On LinkedIn I share a leader’s perspective, comment on market trends and engage in industry discussions. See how I think about business and finance.
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