Joseph Palumbo is a Vice President and Managing Director at Fidelity Investments, where they have worked since 2006, managing full service Defined Contribution and Defined Benefit relationships. They excel in strategic collaboration with executive and benefit committees, focusing on investments, plan design, compliance, and service integration. Prior to Fidelity, Joseph held positions as a Relationship Manager at The Vanguard Group and a Financial Planner at IDS/American Express, among others. Currently, they are pursuing a BS in Finance at Arizona State University.
Location
Dallas, United States
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