First Vice President-Investments @ (July 2006 - February 2017)
Financial Advisor @ Smith Barney (February 2001 - July 2006)
Financial Advisor @ Merrill Lynch (June 1998 - February 2001)
Anthony Palumbo Education
Hofstra University
Bachelors Of Business Administration
1994-1996
Nassau Community College
Associates Degree in Business Administration
1992-1994
Anthony Palumbo Skills
Investments
Finance
Series 7
Financial Services
Retirement Planning
Series 63
Mutual Funds
Asset Allocation
Wealth Management
Asset Management
Portfolio Management
Financial Advisory
Solution Selling
Telecommunications
Account Management
Sales Management
Team Leadership
Negotiation
Mortgage Lending
Selling
Sales
Marketing
Banking
Customer Service
Credit
Loans
Mortgage Banking
Real Estate
FHA
Refinance
Loan Origination
Consumer Lending
Credit Analysis
Salesforce.com
First Time Home Buyers
Residential Mortgages
Underwriting
Mortgage Servicing
Real Estate Financing
FHA financing
Credit Risk
Loan Servicing
Investment Properties
Loss Mitigation
Mortgage Underwriting
Foreclosures
REO
Series 6
Cold Calling
Anthony Palumbo Summary
Anthony Palumbo, based in New York, NY, US, is currently a Financial Advisor| Managing Director at Ameriprise Financial Services, LLC. Anthony Palumbo brings experience from previous roles at Wells Fargo Advisors, Smith Barney and Merrill Lynch. Anthony Palumbo holds a 1994 - 1996 Bachelors Of Business Administration @ Hofstra University. With a robust skill set that includes Investments, Finance, Series 7, Financial Services, Retirement Planning and more. Anthony Palumbo has 3 emails and 1 mobile phone numbers on RocketReach.
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