Erick Palacios Email & Phone Number
Fiduciary Advisor
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Erick Palacios Location
- Ormond Beach, FL, US
Erick Palacios Work
- Fiduciary Advisor @ Plan to Prosper Wealth Management (September 2023 - Present)
- Financial Advisor @ Xcel Wealth Management (October 2014 - September 2023)
- AVP, Business Development Officer @ Floridian Bank (April 2013 - October 2014)
- Branch Manager @ PNC Bank (June 2008 - April 2013)
- Branch Manager @ (January 2008 - January 2011)
- Branch Manager @ (August 2006 - June 2008)
- Branch Manager Trainee @ (July 2003 - June 2005)
- Financial Advisor @ (January 2002 - January 2003)
- Inroads Alumni @ (May 1998 - August 2002)
- Intern @ (May 1997 - August 2002)
Erick Palacios Education
- Jacksonville University
MBA (Business)
2004-2007 - University of Florida - Warrington College of Business
BS (Finance)
1997-2002
Erick Palacios Skills
- Team Building
- Real Estate
- Retirement Planning
- Commercial Banking
- Project Management
- Investment Properties
- Strategic Planning
- Consumer Lending
- Retail
- Finance
- CRM
- Investments
- Budgets
- Loans
- Customer Service
- Retail Banking
- Small Business Consulting
- Branch Management
- Commercial Lending
- Mortgage Lending
- Strategic Financial Planning
- Business Development
- Small Business
- Sales
- Small Business Lending
- Social Media
- Management
- Financial Planning
- Banking
- Loan Origination
- Event Planning
- Business Analysis
Erick Palacios Summary
- Erick Palacios, based in Ormond Beach, FL, US, is currently a Fiduciary Advisor at Plan to Prosper Wealth Management. Erick Palacios brings experience from previous roles at Xcel Wealth Management, Floridian Bank, PNC Bank and RBC Bank. Erick Palacios holds a 2004 - 2007 MBA in Business @ Jacksonville University. With a robust skill set that includes Team Building, Real Estate, Retirement Planning, Commercial Banking, Project Management and more. Erick Palacios has 5 emails and 1 mobile phone numbers on RocketReach.
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