Robert Palermo

Executive Director , Insured Solutions Director at Morgan Stanley

Role: Executive Director, Insured Solutions Director at Morgan Stanley
Location: Bronx, NY, US
LinkedIn followers: 500 followers

General Business & ManagementView LinkedIn profile

Experience

Executive Director, Insured Solutions Director
Morgan Stanley
Jan 2024 — Present · US

Education

Lynn University
Business Management
1999 — 2003

Skills

Series 63
Fixed Annuities
Uniform Combined State Law
Financial Planning
Asset Allocation
Mutual Funds
401k
Securities
Financial Services
Disability Insurance
Long-Term Care
Investments
Insurance
Series 7
Life Insurance
Equities
Wealth Management
Term Life Insurance
401(K) Retirement Savings Plans
Retirement Planning
Finra
Separately Managed Accounts

Contact information

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Work email
•••••@morganstanley.com
Personal email
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Current company

Morgan Stanley

Financial Services · 10K employees · 1585 Broadway, New York, NY, 10036, US

Morgan Stanley is a leading global financial services firm providing investment banking, securities, wealth management and investment management services. With a 90-year history, Morgan Stanley today operates in 42 countries serving corporations, governments, institutions, families and individuals. Morgan Stanley is a talent business that demands ongoing investment in our people. Key drivers of our success have been the breadth and tenure of our talent, as well as a unique culture and a set of values that guide our employees. We view Morgan Stanley’s talent and culture as a key competitive advantage enabling the Firm to achieve its potential and drive future success. As an integrated firm with scaled capabilities, we partner with clients at every stage of their financial journey. Our ability to do so is grounded in four pillars that define Morgan Stanley: a clear and consistent strategy to help clients raise, manage and allocate capital; a culture grounded in rigor, humility and partnership; financial strength through capital, earnings power and durability; and growth driven by smart, strategic investment globally. These pillars enable Morgan Stanley to provide trusted advice, operate with resilience across market cycles and deliver long-term value to our clients and shareholders. Social Media Disclosures: mgstn.ly/SocialDisclosure

morganstanley.com

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Experience

Executive Director, Insured Solutions Director

Education

Lynn University

Skills

Find verified contacts for anyone on LinkedIn