John Paganelli Email & Phone Number
Partner @ Perigon Wealth Management, LLC
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John Paganelli Location
- Syracuse, NY, US
John Paganelli Work
- 2024 -now Partner @
- 2007 -2024 Partner, COO, CFO @
- 2003 -2007 Vice President of Operations and Finance @ Portfolio Consulting Group, Inc.
- 1996 -2003 VP and Treasurer @ Berger Financial Group
- 1991 -1996 Accounting Manager @
John Paganelli Education
- Rochester Institute of Technology
BS Finance (Finance)
1985-1990 - Williamsville East HS 1981-1985
John Paganelli Skills
- Asset Management
- Investments
- Portfolio Management
- Accounting
- Operations Management
- Financial Reporting
- SEC filings
- GIPS Compliance
- Mutual Funds
- Investment Management
- Finance
- Fund Accounting
- Asset Allocation
- Management
- Financial Analysis
- Financial Services
- Strategic Planning
- Equities
- Alternative Investments
- Securities
- Financial Planning
- Funding
- Wealth Management
John Paganelli Summary
- John Paganelli, based in Syracuse, NY, US, is currently a Partner at Perigon Wealth Management, LLC. John Paganelli brings experience from previous roles at Blue Water Capital Mgmt, Portfolio Consulting Group, Inc., Berger Financial Group and Palmeri Fund Administrators. John Paganelli holds a 1985 - 1990 BS Finance in Finance @ Rochester Institute of Technology. With a robust skill set that includes Asset Management, Investments, Portfolio Management, Accounting, Operations Management and more. John Paganelli has 7 emails and 4 mobile phone numbers on RocketReach.
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