Kerri Palermo CFP®, CEPA, MBA in

Kerri Palermo CFP®, CEPA, MBA

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Vice President - Financial Consultant at Charles Schwab
📍 Rochester, New York, United States

Professional overview including current role context, leadership scope, domain focus, and career trajectory to help you understand background relevance before outreach.

Key behavioral and communication insights including interaction style, decision-making tendencies, and motivation drivers to tailor messaging and personalize conversations.

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Experience
12 Years
Current Role
Vice President - Financial Consultant
Job Level
Senior
Location
Rochester, New York, United States
Personality Overview

How Kerri shows up

Communication Style
Decision Approach
Work Preference

Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.

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Priorities

Topics Kerri cares about

Strategic Priorities
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Career

Work history

12-2019
Vice President - Financial Consultant
Charles Schwab
9-2018 - 11-2019
Associate Financial Consultant
Charles Schwab
6-2017 - 8-2018
Licensed Paraplanner with Nocon & Associates
Ameriprise Financial Services, Inc.
10-2014 - 3-2017
Director of Planning Services - Schwartzbeck Financial Group
Northwestern Mutual
11-2013 - 10-2014
Project Buyer
Simcona Electronics
In the press

Media appearances

Media appearances and press coverage highlighting public visibility and thought leadership.
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Education
2013 - 2014
Master of Business Administration (MBA)
Rochester Institute of Technology
2019 - 2019
CFP Certification Professional Education Program
College for Financial Planning
2010 - 2013
Bachelor of Science - BS
SUNY Geneseo
Social presence
in
Behavioral profile

DISC profile (public)

DISC behavioral profile

Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.

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