Chris Palermo Email & Phone Number
Managing Director @ Beacon Pointe
5 free lookup(s). No credit card required.
If you need more lookups,
subscriptions start at $34 USD/month.
Chris Palermo Location
- Phoenix, AZ, US
Chris Palermo Work
- 2014 -now Managing Director @
- 2012 -2014 Portfolio Manager @ Capital Investment Counsel
- 2008 -2011 Portfolio Manager @
- 2000 -2008 Advice Specialist @
Chris Palermo Education
- Northern Arizona University
BS (Finance)
1998-2001
Chris Palermo Skills
- Investment Advisory
- Wealth Management
- Portfolio Management
- Investments
- Financial Advisory
- Investment Management
- Financial Planning
- Investment Strategies
- Derivatives
- Options
- Wealth Management Services
- Finance
- Mutual Funds
- Asset Management
- Retirement Planning
- Strategic Financial Planning
- Equities
- Alternative Investments
- Asset Managment
- Loans
- Series 63
- Asset Allocation
- Wealth
- Securities
- Financial Services
- Estate Planning
- Certified Financial Planner
- Auditing
- Phoenix
- PowerPoint
- Monitors
- CPA
- Accounting
- Obtain
- Wells Fargo
- Daily Operations
- Cost Accounting
- Sales
- Community
- Net
- Forecasting
- Ability to Learn
- Management Accounting
- Guidelines
- Cmfc
- Active
- New Programs
- Margin Improvement
- Arizona
- Financial Accounting
- Business Administration
- Microsoft Word
- Stocks
- Microsoft Excel
- Mesa
- Training
- Legal
- Weaknesses
- Series 7
- Classes Taken
- QuickBooks
- Management
- Securities License
- Athena
- Financial Statements
- Aams
- Risk
- Trading
- Science
- System Monitoring
- Tax Returns
- Conceptual Modeling
- Commercial Lending
- Business Service
- Commercial Real Estate
- Quarterly Reviews
- Schools
- Internal Audit
Chris Palermo Summary
- Chris Palermo, based in Phoenix, AZ, US, is currently a Managing Director at Beacon Pointe. Chris Palermo brings experience from previous roles at Capital Investment Counsel, Northern Trust and Charles Schwab. Chris Palermo holds a 1998 - 2001 BS in Finance @ Northern Arizona University. With a robust skill set that includes Investment Advisory, Wealth Management, Portfolio Management, Investments, Financial Advisory and more. Chris Palermo has 2 emails and 3 mobile phone numbers on RocketReach.
Looking for a different Chris Palermo?
Find contact details for 700 million professionals.
Others Named Chris Palermo
Chris Palermo
Partner
California, United States
Chris Palermo
Managing Director
Phoenix, AZ, US
Chris Palermo
Managing Partner and Founder
Cincinnati, OH, US
Top Beacon Pointe Employees
Mark Mathers
Managing Director, Partner
Boston, MA, US
Chris Palermo
Managing Director
Phoenix, AZ, US
James Davenport
Managing Director, Partner
Newport Beach, CA, US
Karisa Diephouse
Chief Operating Officer
Mission Viejo, CA, US
Don Hertling
Managing Director, Partner
New York, NY, US
G2 Crowd Trusted
300K+ Plugin Users
© 2026 RocketReach.co