Michael Pagliaro's Location
New Smyrna Beach, FL, US
Michael Pagliaro's Work
- Director of Client Success @ Vestwell
- Vice President @ Pershing, a BNY Mellon company
- Personal Financial Representative @ Allstate Financial Services, LLC
- FINANCIAL ADVISOR and FINANCIAL PLANNING SPECIALIST @ Morgan Stanley
- Financial Advisor @ Morgan Stanley
- Independent Agent @ Primerica
- Assistant @ Anthony Degregorio, CFP
- ASSISTANT VICE PRESIDENT and OPTIONS TRADER @ Pershing LLC is a subsidiary of BNY Mellon
- TAX PREPARER and ASSISTANT TO CERTIFIED FINANCIAL PLANNER @ BANK OF NEW YORK-PERSHING DIVISION
- Assistant Vice President @ Pershing, a BNY Mellon company
Michael Pagliaro's Education
- WILLIAM PATERSON UNIVERSITY
BACHELOR OF SCIENCE (BUSINESS ADMINISTRATION; MANAGEMENT)
1989 - 1994
Michael Pagliaro's Skills
- Portfolio Management
- Financial Reporting
- PowerPoint
- Investments
- Trading
- Process Improvement
- Strategic Planning
- Options
- Mutual Funds
Michael Pagliaro's Summary
Michael Pagliaro, based in New Smyrna Beach, FL, US, is currently a Director of Client Success at Vestwell, bringing experience from previous roles at BNY Mellon | Pershing, Allstate Financial and SMITH BARNEY. Michael Pagliaro holds a 1989 - 1994 BACHELOR OF SCIENCE in BUSINESS ADMINISTRATION; MANAGEMENT @ WILLIAM PATERSON UNIVERSITY. With a robust skill set that includes Portfolio Management, Financial Reporting, PowerPoint, Investments, Trading and more, Michael Pagliaro contributes valuable insights to the industry. Michael Pagliaro has 3 emails on RocketReach.
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