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Cfp Greg Palacorolla

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Cfp Greg Palacorolla

Regional President | MAI Capital Management

Ilchester, Maryland, United States

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Cfp Greg Palacorolla

Summary

Greg Palacorolla is a seasoned financial professional with extensive experience in wealth management and financial advisory. Currently serving as a Senior Wealth Advisor and Managing Director at Mai Capital Management, he has cultivated a robust skill set in account management, financial analysis, and strategic planning. Greg holds an MBA in Finance from the University of Baltimore and a Bachelor's degree in Business Administration & Sports Management from Towson University. His career spans over a decade, with significant roles in both small and medium-sized firms, showcasing his adaptability in various financial environments. Greg's passion for helping clients achieve their financial goals is evident in his commitment to providing tailored wealth management services. He is known for his meticulous approach and dedication to customer service, making him a trusted advisor in the industry. In addition to his professional pursuits, Greg is likely to be involved in community initiatives, reflecting a well-rounded character that values both personal and professional growth.

General

Specialist

Technical Background

Leadership Experience

Long-Term Tenure

Professional interests

Leadership Development

Sustainability

Organisational experience

Corporate Experience

Consulting Experience

Cfp Greg Palacorolla

Work Experience

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Regional President at

MAI Capital Management

April 2024 - Present

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Senior Wealth Advisor, Managing Director at

Mai Capital Management

September 2021 - March 2024

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Director, Wealth Management at

Geier Financial Group

February 2010 - September 2021

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Director, Wealth Management at

Geier Financial

February 2010 - Present

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Portfolio Analyst at

Geier Asset Management

June 2008 - February 2010

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Portfolio Analyst at

Geier Asset Management

June 2008 - February 2010

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Cfp Greg Palacorolla

Education

University of Baltimore, Mba

January 2007 - January 2008

University of Baltimore, MBA

January 2007 - January 2008

Towson University, Bachelors

January 2003 - January 2007

Frequently Asked Questions about Cfp Greg Palacorolla

What is Cfp Greg Palacorolla email address?

Cfp Greg Palacorolla's primary email address is ****************@mai.capital. To view the full verified email and additional contact details, sign up for free with Muraena.

What company does Cfp Greg Palacorolla work for?

Cfp Greg Palacorolla is a Regional President at MAI Capital Management, a company specializing in Monetary Authorities-Central Bank.

Where Cfp Greg Palacorolla graduated from?

Cfp Greg Palacorolla holds a degree in Finance from University of Baltimore.

How can I directly contact Cfp Greg Palacorolla?

To contact Cfp Greg Palacorolla directly, you can use the email address ****************@mai.capital. Complete contact information is available upon registration with Muraena.

Who is Cfp Greg Palacorolla?

Greg Palacorolla is a seasoned financial professional with extensive experience in wealth management and financial advisory. Currently serving as a Senior Wealth Advisor and Managing Director at Mai Capital Management, he has cultivated a robust skill set in account management, financial analysis, and strategic planning. Greg holds an MBA in Finance from the University of Baltimore and a Bachelor's degree in Business Administration & Sports Management from Towson University. His career spans over a decade, with significant roles in both small and medium-sized firms, showcasing his adaptability in various financial environments. Greg's passion for helping clients achieve their financial goals is evident in his commitment to providing tailored wealth management services. He is known for his meticulous approach and dedication to customer service, making him a trusted advisor in the industry. In addition to his professional pursuits, Greg is likely to be involved in community initiatives, reflecting a well-rounded character that values both personal and professional growth.

Cfp`s contact details

mail

****************@mai.capital

************@geierfinancial.com

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