Dan Palumbo Email and Phone Number
Dan Palumbo work email
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Dan Palumbo personal email
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Professional Certifications: FINRA Series 7, FINRA Series 66
Palumbo Block
View- Website:
- palumbo.biz
- Employees:
- 3
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General ManagerPalumbo Block Jun 2023 - PresentDover Plains, New York, United States
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Sales Desk SupervisorAmg Funds Jan 2020 - Jan 2023Stamford, Connecticut, United States -
Internal Investment ConsultantAmg Funds Mar 2016 - Jan 2023Greenwich, Ct
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Relationship BankerJpmorgan Chase & Co. Nov 2015 - Mar 2016Greenwich, Ct -
WholesalerResource Real Estate May 2013 - May 2015
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Investment Adviser RepresentativeIng Financial Partners Nov 2011 - Jul 2012Greater Philadelphia Area• Utilized an open architecture of financial products and services to create clients’ financial plans.• Assessed target markets and ran marketing ventures through trade shows, table events, seminars, etc.• Completed ING FP training course focused on sales, client interaction, and product knowledge. -
Client Services AssociateBartler Wealth Management Group Sep 2009 - Mar 2010Greater Philadelphia Area• Communicated with existing and potential clients, as well as financial service providers (mutual fund companies, insurance companies, brokers/dealers)• Managed the logistics and execution of different marketing projects and unique marketing campaigns • Maintained and ensured accuracy of existing and prospective client data in the company-wide database• Assisted with the day to day needs of the firm’s seven financial representatives
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Billing And Collections AssistantIndependence Blue Cross Sep 2008 - Mar 2009· Reported to Finance and Enrollment personnel. · Ran billing and collections reports, some of which were reviewed directly by the Chief Financial Officer. · Built and established new Microsoft SharePoint portals and web hosts for the Collections department. · Cataloged collections and billing data, into Microsoft Excel spreadsheets, Microsoft SharePoint and Microsoft Project. -
Trading AssistantKildare Capital Oct 2007 - Apr 2008· Ran end-of-day flash P&L reports while checking for sensibility and resolving any problems. · Maintained accuracy of trade blotters. · Input trade entries and ensured their correctness. · Maintained relationship and accuracy between traders, back office and clearing personnel.
Dan Palumbo Skills
Dan Palumbo Education Details
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Business Administration - Finance
Frequently Asked Questions about Dan Palumbo
What company does Dan Palumbo work for?
Dan Palumbo works for Palumbo Block
What is Dan Palumbo's role at the current company?
Dan Palumbo's current role is General Manager at Palumbo Block Co., Inc..
What is Dan Palumbo's email address?
Dan Palumbo's email address is da****@****ail.com
What schools did Dan Palumbo attend?
Dan Palumbo attended Drexel University's Lebow College Of Business.
What skills is Dan Palumbo known for?
Dan Palumbo has skills like Microsoft Excel, Sharepoint, Crm, Finance, Project Planning, Marketing, Insurance, Sales, Series 7, Mutual Funds, Asset Management, Powerpoint.
Who are Dan Palumbo's colleagues?
Dan Palumbo's colleagues are Mike Burns.
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Dan Palumbo
Former Gm- P&G, Consumer President- Kodak, Global Cmo- Coca-Cola, Ceo- Rexel Inc., Board Chairman- J.M. Huber Corp.Rochester, Ny1yahoo.com -
Dan Palumbo
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