Robert Palermo Email & Phone Number
Executive Director , Insured Solutions Director @ Morgan Stanley
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Robert Palermo Location
- New York, United States
Robert Palermo Work
- 2024 -now Executive Director , Insured Solutions Director @
- 2015 -now Annuity Planning Specialist @
- 2012 -2015 Sales Desk Manager @
- 2009 -2012 Annuity Planning Associate @
- 2006 -2009 Internal Wholesaler @
- 2004 -2006 cash management @
Robert Palermo Education
- Lynn University
(Business Management)
1999-2003
Robert Palermo Skills
- Annuities
- Separately Managed Accounts
- Series 63
- Mutual Funds
- Series 7
- Fixed Annuities
- Asset Allocation
- Retirement Planning
- Uniform Combined State Law
- FINRA
- Wealth Management
- Financial Services
- Investments
- Securities
- 401k
- Insurance
- Life Insurance
- Financial Planning
- Long-term Care
- Term Life Insurance
- Disability Insurance
- 401(k) Retirement Savings Plans
- Equities
- Planning
- 401K Retirement Savings Plans
- Long Term Care
- Uniform Combined State
- Separately Managed
- 401 Retirement Savings Plans
Robert Palermo Summary
- Robert Palermo, based in New York, United States, is currently a Executive Director , Insured Solutions Director at Morgan Stanley. Robert Palermo brings experience from previous roles at Morgan Stanley. Robert Palermo holds a 1999 - 2003 Lynn University. With a robust skill set that includes Annuities, Separately Managed Accounts, Series 63, Mutual Funds, Series 7 and more. Robert Palermo has 3 emails on RocketReach.
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