Ivana Polonijo is Chief Client Officer for Fiduciary Decisions. In this role Ivana leads FDI’s Client Success team of service and operations professionals to ensure integrated customer experience for the organizations new and existing clients, including many of the industry’s biggest and most respected 401(k) service providers.
Ivana joined FDI (then Fiduciary Benchmarks) in 2017 as VP–Client Success. Prior to FBi, she spent close to 10 years at M Financial, where she managed M’s Retirement Services platform responsible for 60+ independent advisor Member Firms and had served as a Compliance Officer with the company’s Broker Dealer/RIA. With background in academic research as a social anthropologist and as an advocate for empowering women in the workforce, Ivana co-founded and co-chaired the Oregon chapter of Women in Pensions Network (WiPN) and now serves on WiPN national Board as West Regional Chapters Director.
Ivana earned her Ph.D. degree from the University of Zagreb, Croatia (where she grew up), M.A. from York University in Toronto, Canada, and she holds AIF® and QPFC designations.