Chris Palermo Email & Phone Number
Managing Director @ Beacon Pointe
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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 3 emails and 1 mobile phone numbers on RocketReach.
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