Steve Palko Email & Phone Number
Head of Program Office @ Strategic Wealth Designers
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Steve Palko Location
- San Clemente, CA, US
Steve Palko Work
- 2026 -now Head of Program Office @
- 2025 -2026 Financial Services Consultant @ Pal-Keaux Consulting
- 2018 -2024 Vice President - RIA Governance and Product Integration @
- 2016 -2018 CEO - Lykke Securities, LLC @
- 2015 -2016 Operations Consultant @
- 2007 -2015 SVP Operations @
- 2006 -2006 Director, Service Strategy @
- 1993 -2006 Vice President @
Steve Palko Education
- Louisiana State University
Bachelor’s Degree (Finance)
1988-1992 - Louisiana School for Math, Science, and the Arts (LSMSA)
Steve Palko Skills
- Series 63
- Public Speaking
- Portfolio Management
- Investments
- Relationship Management
- Business Analysis
- Strategic Planning
- Financial Services
- Wealth Management
- Mutual Funds
- FINRA
- Risk Management
- Asset Management
- Microsoft Excel
- Marketing
- Training
- Customer Service
- Financial Analysis
- Series 24
- Management
- Series 7
- Securities
Steve Palko Summary
- Steve Palko, based in San Clemente, CA, US, is currently a Head of Program Office at Strategic Wealth Designers. Steve Palko brings experience from previous roles at Pal-Keaux Consulting, Prudential Financial, Lykke Corp and TalentLink Solutions. Steve Palko holds a 1988 - 1992 Bachelor’s Degree in Finance @ Louisiana State University. With a robust skill set that includes Series 63, Public Speaking, Portfolio Management, Investments, Relationship Management and more. Steve Palko has 1 emails on RocketReach.
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Steve Palko
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