Dan Palmer's Location
Los Angeles, California, United States
Dan Palmer's Work
- Managing Director, Market Leader @ Bank of America
- Producing Manager @ Comerica Bank
- Financial Consultant @ Merrill Lynch
- Registered Representative @ OLDE Financial Corp
- Internship with a Financial Consultant @ Merrill Lynch
Dan Palmer's Education
- The Wharton School
US Trust Executive Education
2011 - 2011 - University of Florida
BSBA (Management)
1989 - 1994
Dan Palmer's Skills
- Credit
- Banking
- Risk Management
- Asset Managment
- Strategic Financial Planning
- Trust Services
- Investments
- Wealth Management
- Asset Management
- Asset Allocation
Dan Palmer's Summary
Dan Palmer, based in Los Angeles, California, United States, is currently a Managing Director, Market Leader at Bank of America Private Bank, bringing experience from previous roles at Comerica Securities, Merrill Lynch and Olde Financial Corporation. Dan Palmer holds a 2011 - 2011 US Trust Executive Education @ The Wharton School. With a robust skill set that includes Credit, Banking, Risk Management, Asset Managment, Strategic Financial Planning and more, Dan Palmer contributes valuable insights to the industry. Dan Palmer has 8 emails and 2 mobile phone numbers on RocketReach.
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