Dan Palmer Email & Phone Number
Managing Director, Market Executive @ Bank of America Private Bank
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Dan Palmer Location
- Los Angeles, CA, US
Dan Palmer Work
- 2024 -now Managing Director, Market Executive @
- 2003 -2024 Managing Director, Market Leader @
- 2000 -2003 Producing Manager @ Comerica Securities
- 1996 -2000 Financial Consultant @
- 1994 -1996 Registered Representative @ Olde Financial Corporation
- 1992 -1994 Internship with a Financial Consultant @
Dan Palmer Education
- The Wharton School
(US Trust Executive Education)
2011-2011 - University of Florida
BSBA (Management)
1989-1994
Dan Palmer Skills
- Credit
- Banking
- Risk Management
- Asset Managment
- Strategic Financial Planning
- Trust Services
- Investments
- Wealth Management
- Asset Management
- Asset Allocation
- Estate Planning
- Retirement Planning
- Portfolio Management
- High Net Worth Individuals
- Financial Advisory
- Mutual Funds
- Investment Management
- Investment Advisory
- Alternative Investments
- Financial Planning
- Services
- Sales Executive
- Financial Analysis
- Securities
- Customer Service
- Sales
- Marketing
- Leadership
- Mortgage Lending
- Sales Management
- Mortgage Banking
- Investment Properties
- First Time Home Buyers
- New Business Development
- Real Estate
- Financial Services
- Motivational Speaking
- Coaching
- Team Building
- Referrals
- Life Insurance
- Property and Casualty Insurance
- Health Insurance
- Business Insurance
- Problem Solving
- Negotiation
- Loans
- FHA
- Underwriting
- Short Sales
- Selling
- Sellers
- Consumer Lending
- Debt Consolidation
- VA loans
- Budgets
- Refinance
- Loan Origination
- FHA financing
- Mentoring
- Fha 203k Loans
- Residential Mortgages
- Construction Loans
- Government Loans
- Home Equity Lines of Credit
- Home Equity Loans
- Mortgage Underwriting
- Credit Analysis
- Commercial Real Estate
Dan Palmer Summary
- Dan Palmer, based in Los Angeles, CA, US, is currently a Managing Director, Market Executive at Bank of America Private Bank. Dan Palmer brings experience from previous roles at Bank of America Private Bank, Comerica Securities, Merrill Lynch and Olde Financial Corporation. Dan Palmer holds a 2011 - 2011 The Wharton School. With a robust skill set that includes Credit, Banking, Risk Management, Asset Managment, Strategic Financial Planning and more. Dan Palmer has 4 emails and 7 mobile phone numbers on RocketReach.
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