High Net Worth Client Representative @ (April 2011 - December 2012)
Michael Palazzi Education
Rider University
BSBA (Finance & Global Business)
2002-2006
Loch Raven High School
Michael Palazzi Skills
Wealth Management
Investments
Estate Planning
Financial Services
Retirement Planning
Mutual Funds
Strategic Financial Planning
Banking
CRM
Asset Allocation
Investment Advisory
Investment Strategies
Leadership
Portfolio Management
Investment Management
Financial Planning
Michael Palazzi Summary
Michael Palazzi, based in Valley Forge, PA, US, is currently a Senior Investment Strategist at Vanguard. Michael Palazzi brings experience from previous roles at Vanguard and The Vanguard Group. Michael Palazzi holds a 2002 - 2006 BSBA in Finance & Global Business @ Rider University. With a robust skill set that includes Wealth Management, Investments, Estate Planning, Financial Services, Retirement Planning and more. Michael Palazzi has 2 emails and 1 mobile phone numbers on RocketReach.
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