James Palermo Email & Phone Number
Vice President, Sr Investment Advisor
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James Palermo Location
- Fort Lauderdale, FL, US
James Palermo Work
- 2010 -now Vice President, Sr Investment Advisor @ PNC Private Bank
- 2008 -2009 Vice President, Relationship Manager @
- 1991 -2008 Portfolio Manager @
James Palermo Education
- Shippensburg University of Pennsylvania
BSBA (Business Administration and Management, General)
1982-1986 - Fox School of Business at Temple University
MBA (Finance)
James Palermo Skills
- Wealth Management
- Asset Allocation
- Investment Advisory
- Portfolio Management
- High Net Worth Individuals
- Alternative Investments
- Mutual Funds
- Investment Strategies
- Series 7
- Wealth Management Services
- Investments
- Asset Managment
- Microsoft Office
- Project Management
- Customer Service
- Strategy
- Investment Management
James Palermo Summary
- James Palermo, based in Fort Lauderdale, FL, US, is currently a Vice President, Sr Investment Advisor at PNC Private Bank. James Palermo brings experience from previous roles at Wachovia, A Wells Fargo Company and Wilmington Trust. James Palermo holds a 1982 - 1986 BSBA in Business Administration and Management, General @ Shippensburg University of Pennsylvania. With a robust skill set that includes Wealth Management, Asset Allocation, Investment Advisory, Portfolio Management, High Net Worth Individuals and more. James Palermo has 1 emails and 2 mobile phone numbers on RocketReach.
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