Anthony Palumbo Email & Phone Number
Senior Vice President, Wealth Manager and Regional Fiduciary Manager @ BNY Wealth
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Anthony Palumbo Location
- Philadelphia, PA, US
Anthony Palumbo Work
- 2024 -now Senior Vice President, Wealth Manager and Regional Fiduciary Manager @
- 2024 -2024 Vice President, Regional Fiduciary Manager @
- 2021 -2024 Vice President, Fiduciary @
- 2018 -2021 Senior Wealth Manager @
- 2015 -2018 Wealth Manager @
- 2011 -2015 Senior Portfolio Administrator @
- 2008 -2011 Trust Distribution Specialist II @
- 2007 -2008 Financial Advisor @
Anthony Palumbo Education
- University of Pittsburgh
Bachelor of Arts (B.A.)
- Duquesne University
Executive Certificate in Financial Planning
Anthony Palumbo Skills
- Wealth Management
- Portfolio Management
- Trust Management
- Charitable Trusts
- Investments
- Finance
- Asset Management
- Financial Analysis
- Financial Services
- Mutual Funds
- Securities
- Banking
- Financial Planning
- Wealth Management Services
Anthony Palumbo Summary
- Anthony Palumbo, based in Philadelphia, PA, US, is currently a Senior Vice President, Wealth Manager and Regional Fiduciary Manager at BNY Wealth. Anthony Palumbo brings experience from previous roles at BNY Wealth. Anthony Palumbo holds a Bachelor of Arts (B.A.) @ University of Pittsburgh. With a robust skill set that includes Wealth Management, Portfolio Management, Trust Management, Charitable Trusts, Investments and more. Anthony Palumbo has 2 emails and 1 mobile phone numbers on RocketReach.
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