Gregory Palmieri CFP®, MBA, has extensive experience in financial planning and wealth management, currently serving as the Manager of Financial Planning at SoFi since March 2018, following roles as Associate Manager and Financial Planner within the same company. Prior to SoFi, Gregory worked with USAA from June 2014 to July 2017 as a Wealth Manager and Financial Advisor. Experience also includes positions as a Financial Advisor at UBS Wealth Management from February 2011 to April 2014 and at UBS from May 2007 to September 2009. Gregory began a career in leadership as a Platoon Commander in the United States Marine Corps from May 2001 to May 2007. Gregory holds an MBA in Finance from George Mason University and a B.S. in Finance from Indiana University of Pennsylvania.
This person is not in any teams
This person is not in any offices