Joe Palacios Email & Phone Number
Operations Coordinator @ Destination Wealth Management
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Joe Palacios Location
- Walnut Creek, CA, US
Joe Palacios Work
- Operations Coordinator @ (April 2023 - Present)
- Client Services Analyst @ (June 2022 - April 2023)
- Client Service Associate @ (August 2021 - May 2022)
- Senior Preferred Banking Associate @ (February 2020 - July 2021)
- Preferred Banking Associate @ (August 2018 - February 2020)
- Preferred Banking Associate, KYC @ (May 2016 - August 2018)
- Support Services Associate @ (January 2016 - May 2016)
- Personal Banker @ (August 2014 - December 2015)
- LGBTQ Program and Outreach Coordinator @ (May 2013 - August 2014)
- Program Assistant @ (July 2012 - October 2013)
- Volunteer @ (September 2011 - June 2012)
- Staff Research Associate @ (August 2009 - August 2012)
Joe Palacios Education
- San Francisco State University
Bachelor of Arts (B.A.) (Psychology)
Joe Palacios Skills
- Financial Services
- Consumer Lending
- Outreach Services
- Credit Analysis
- Small Business Lending
- Suicide Prevention
- Event Management
- Suicide Assessment
- Financial Analysis
- Community Outreach
- Team Leadership
- Event Planning
- Risk Management
- Credit
- Banking
- Sales
- Finance
- Management
Joe Palacios Summary
- Joe Palacios, based in Walnut Creek, CA, US, is currently a Operations Coordinator at Destination Wealth Management. Joe Palacios brings experience from previous roles at Evercore Wealth Management, LLC, Stelvio Wealth Partners and First Republic Bank. Joe Palacios holds a Bachelor of Arts (B.A.) in Psychology @ San Francisco State University. With a robust skill set that includes Financial Services, Consumer Lending, Outreach Services, Credit Analysis, Small Business Lending and more. Joe Palacios has 2 emails and 1 mobile phone numbers on RocketReach.
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