Jose Palacio

Jose Palacio is an experienced finance professional with a proven track record in financial planning and analysis (FP&A) and investment analysis. Currently serving as Manager of FP&A at Mortgage Connect, LP since July 2019, Jose has previously held key positions at BNY Mellon Wealth Management, where responsibilities included managing financial operations across multiple regions, and contributing to strategic planning and variance analysis for significant revenue figures. Earlier career roles included financial analyst positions at BNY Mellon and Mountain State Analytics, LLC, where Jose demonstrated proficiency in report preparation and financial modeling. Jose holds a Bachelor of Science in Business Administration with a focus on Finance from West Virginia University and has furthered expertise through training at Pristine Trading School.