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
- Senior Vice President, Wealth Manager and Regional Fiduciary Manager @ (October 2024 - Present)
- Vice President, Regional Fiduciary Manager @ (June 2024 - October 2024)
- Vice President, Fiduciary @ (July 2021 - June 2024)
- Senior Wealth Manager @ (August 2018 - July 2021)
- Wealth Manager @ (July 2015 - August 2018)
- Senior Portfolio Administrator @ (March 2011 - July 2015)
- Trust Distribution Specialist II @ (June 2008 - March 2011)
- Financial Advisor @ (February 2007 - May 2008)
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 and BNY Mellon Wealth Management. 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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