Chris F Palermo has been a Portfolio Manager in Capital Investment Counsel since 2012. Moreover, the person has on-the-job experience at more than four companies in the relevant field. Chris has a total work experience of 13+ years. Chris F Palermo studied at the Northern Arizona University from 1998 to 2001. This expert has the following certificates: License 6209215, License 120315, Cfa, Certified Financial Planner, and Chartered Financial Analyst Institute, License 6209215. Now this expert lives in Phoenix, Arizona region. Find Chris F Palermo's current contacts through SoftwareOfficial search.
Name variants:
Christian Palermo,
Christopher Palermo,
Christine Palermo,
Crystal Palermo
Last updated Jul 07, 2024
Contact Information
Last Update
Jun 22, 2022
Email
pa**@hotmail.com, pa**@bellsouth.net, pa**@cableone.net
Location
Phoenix, AZ
Company
Workplace
Portfolio Manager
Denver, CO
Industry
Financial Services, Investment Counselors, Investment Advice, Offices and Clinics of Medical Doctors
Colleagues
Work History
Portfolio Manager
210 University Blvd SUITE 550, Denver, CO 80206
Provided customized investment solutions based on clients goals, risk tolerance, time horizon, etc... -Focused on financial planning to mitigate risks while creating financial roadmap for cl...
Jan 2012 — Nov 2014
Managing Director
24 Corporate Plaza Dr SUITE 150, Newport Beach, CA 92660
Beacon Pointe Advisors is an investment consulting firm that takes a comprehensive approach to helping endowments and foundations, other institutions and retirement-sponsored plans, and high...
from Nov 2014
Portfolio Manager
50 south La Salle St, Chicago, IL 60603
May 2008 — Nov 2011
Education
Occupations
Executive
Chief Executive Officer
Financial Broker
Portfolio Manager
Accountant
Finance and Accounting Specialist
Partner
Corporate Executive
Chief Executive
Investment Analyst
Financial Analyst
Accounting Bookkeeper
Bookkeeper
Skills
Investment Advisory
Wealth Management
Portfolio Management
Investments
Financial Advisory
Investment Management
Financial Planning
Investment Strategies
Derivatives
Options
Wealth Management Services
Finance
Mutual Funds
Asset Management
Retirement Planning
Strategic Financial Planning
Equities
Alternative Investments
Asset Managment
Loans
Series 63
Asset Allocation
Wealth
Securities
Financial Services
Estate Planning
Certified Financial Planner
FAQs about Chris F Palermo
What is the main profession of Chris F Palermo?
The expert is a Managing Director.
What jobs is Chris proficient at at?
Chris F Palermo is proficient at Executive and Chief Executive Officer jobs.
Where is Chris F Palermo located?
Chris F Palermo is currently located in Phoenix, Arizona.
Does Chris F Palermo have the email address?
pa**@hotmail.com and pa**@bellsouth.net is Chris F Palermo's email address.
How many companies did Chris F Palermo work at?
The professional worked at four jobs.
Where has Chris F Palermo studied?
Chris studied at the Northern Arizona University from 1998 to 2001.
What are the certifications of Chris F Palermo?
The expert received the following certifications: License 6209215, License 120315, Cfa, Certified Financial Planner, and Chartered Financial Analyst Institute, License 6209215.
Are there any special industries, that Chris F Palermo is connected to?
This professional works in Financial Services industry.