Gregory Palmieri
Manager of Financial Planning at SoFi
- Role
- Manager of Financial Planning at SoFi
- Location
- Charlotte, NC, US
- LinkedIn followers
- 500 followers
Finance & AccountingView LinkedIn profile
Experience
Manager of Financial Planning
Aug 2023 — Present · Charlotte, NC, US
Education
Indiana University of Pennsylvania
B.S., Finance
2004 — 2007
George Mason University
Master of Business Administration - MBA, Finance, General
2015 — 2017
Skills
- Time Management
- Customer Relationship Management (Crm)
- Certified Financial Planner
- Financial Analysis
- Negotiation
- Microsoft Office
- Sales
- Salesforce.com
- Investments
- Wealth Management
- Financial Planning
- Team Leadership
- Investment Management
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