Robert Palermo Email & Phone Number
Executive Director , Insured Solutions Director @ Morgan Stanley
5 free lookup(s). No credit card required.
If you need more lookups,
subscriptions start at $34 USD/month.
Robert Palermo Location
- New York, United States
Robert Palermo Work
- Executive Director , Insured Solutions Director @ (January 2024 - Present)
- Annuity Planning Specialist @ (January 2015 - Present)
- Sales Desk Manager @ (June 2012 - January 2015)
- Annuity Planning Associate @ (June 2009 - June 2012)
- Internal Wholesaler @ (May 2006 - June 2009)
- cash management @ (January 2004 - January 2006)
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 and 3 mobile phone numbers on RocketReach.
Looking for a different Robert Palermo?
Find contact details for 700 million professionals.
Others Named Robert Palermo
Robert Palermo
VP Finance
United States
Robert Palermo
Executive Director , Insured Solutions Director
New York, United States
Robert Palermo
Fractional C.F.O.
New York, NY, US
Robert Palermo
Founder
New York, NY, US
Robert Palermo
Chief Technology Officer
Grand Rapids, MI, US
Robert Palermo
Senior Vice President
United States
Robert Palermo
Executive Vice President CFO
Marlboro Township, NJ, US
Robert Palermo
Pediatric Cardiologist
Allentown, PA, US
Robert Palermo
Manager, State Filings
New York, United States
Top Morgan Stanley Employees
Lori O'Reilly
Chief Operating Officer, Eaton Vance Equity
New York, NY, US
Judy Choi
Chief Operating Officer - Private Credit and Equity
New York, NY, US
Mia Burgess
Chief Operating Officer, Global Financial Crimes
New York, NY, US
Amanda Kan
Chief Operating Officer, U.S. Banks
New York, NY, US
John Ryan
President of US Banks
New York, NY, US
Jeffrey Holzschuh
Chairman, Institutional Securities Group
New York, NY, US
Deborah Benzel
COO, Global Marketing Strategy
New York, NY, US
Robert Remick
Chief Operating Officer-NY Metro Region
New York, NY, US
Chelsea Clark
Chief Operating Officer for Consulting Group
New York, NY, US
Anna Gitelman
COO for Internal Audit Division
New York, NY, US
Simon Cohen
Chief Operating Officer - Equity and Multi-Asset Trading
New York, NY, US
Tony Young
COO, Public Finance Investment Banking
New York, NY, US
Andy Plaisted
COO, Private Wealth Management
New York, NY, US
G2 Crowd Trusted
300K+ Plugin Users
© 2026 RocketReach.co