Directory
>
Cfp Greg Palacorolla
Cfp Greg Palacorolla
Regional President | MAI Capital Management
Ilchester, Maryland, United States
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.
Cfp Greg Palacorolla
Work Experience
Regional President at
MAI Capital Management
April 2024 - Present
Senior Wealth Advisor, Managing Director at
Mai Capital Management
September 2021 - March 2024
Director, Wealth Management at
Geier Financial Group
February 2010 - September 2021
Director, Wealth Management at
Geier Financial
February 2010 - Present
Portfolio Analyst at
Geier Asset Management
June 2008 - February 2010
Portfolio Analyst at
Geier Asset Management
June 2008 - February 2010
Cfp Greg Palacorolla
Education
January 2007 - January 2008
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
****************@mai.capital
************@geierfinancial.com
Colleagues
Senior Portfolio Manager, Managing Director
Regional President, Senior Managing Director
Managing Director, Senior Wealth Advisor
Managing Director
Senior Wealth Advisor, Team Leader, Managing Director
Senior Wealth Advisor Managing Director
Managing Director
Managing Partner
Managing Partner
Senior Wealth Advisor, Managing Director