Joe Palermo
Founder at Peak Advisory LLC | Charlotte Metro
Engage
candidates 10x faster
Enjoy unlimited access and discover candidates outside of LinkedIn
Trusted by 1.4M users from 76% of Fortune 500 companies
The most accurate data ever
CCPA Compliant
GDPR Compliant
150M
Personal Emails
200M
Work Emails
100M
Direct Dials
250M
Professional Profiles
40M
Company Profiles
Find anyone, anywhere
with ContactOut
today
Making remote or global hires?
Connecting
with key decision-makers? We can help.
- 40 emails / month
- 3 phone numbers / month
- Works on standard LinkedIn only
-
Work emails, personal emails,
mobile numbers
No credit card required
Joe Palermo is a seasoned finance leader and the Founder of Peak Advisory LLC, where he leverages his extensive expertise in personal financial planning and wealth management to guide clients through complex financial landscapes. With a robust background in enterprise and line-of-business financial management, Joe has successfully led initiatives that encompass Finance and Accounting, Reporting and Analysis, and Strategic Business Partnership. His ability to advise executives on making informed financial decisions has been instrumental in driving organizational success.
At Peak Advisory LLC, Joe is currently spearheading several key projects that focus on enhancing clients' financial literacy and optimizing their investment portfolios. His hands-on approach to financial modeling and forecasting allows him to craft tailored strategies that align with clients' unique goals, whether they are planning for retirement, managing personal taxes, or navigating financial risks. Joe’s expertise in strategic planning and budgeting further empowers clients to make proactive decisions that secure their financial futures.
With a progressive career that includes roles as CFO, Controller, and in FP&A capacities, Joe brings a wealth of knowledge to his consulting practice. His commitment to personal financial planning is evident in his meticulous attention to detail and his ability to simplify complex financial concepts for his clients. By integrating his skills in portfolio management and executive management, Joe ensures that each client receives a comprehensive, personalized advisory experience that not only meets their immediate financial needs but also positions them for long-term success.
Founder at Peak Advisory LLC in January 2016 to Present
CFO - Ally Lending at Ally in January 2022 to January 2023
Controller - Ally Lending at Ally in January 2019 to January 2022
Controller at Health Credit Services in January 2018 to January 2019
Senior Consultant at Everett Advisory Partners, LLC in January 2017 to January 2018
Senior Consultant at Sia Partners in January 2016 to January 2017
Controller & Managing Director at Barings in January 2014 to January 2016
CFO - Global Corporate Banking at Bank of America in January 2010 to January 2012
Director of Financial Planning & Analysis - Commercial & Corporate Banking at Bank of America in January 2007 to January 2010
Controller - Card Services at Bank of America in January 2003 to January 2007
CFO - Insurance Services Group at Bank of America in January 2001 to January 2003
See more
See less
Financial Analysis
Banking
Financial Modeling
Cash Management
Mergers & Acquisitions
Forecasting
Portfolio Management
Credit
Risk Management
Financial Risk
Financial Reporting
Executive Management
Loans
Internal Controls
Strategic Planning
Business Strategy
Due Diligence
Budgets
Payments
Personal Financial Planning
Private Equity
Corporate Finance
Education Planning
Retirement Planning
Personal Tax Planning
Treasury
Budgeting
See more
See less
What is Joe Palermo email address?
Email Joe Palermo at [email protected] and [email protected]. This email is the most updated Joe Palermo email found in 2026.
What is Joe Palermo phone number?
Joe Palermo phone number is +17047249484 and +19736289931.
How to contact Joe Palermo?
To contact Joe Palermo send an email to [email protected] or [email protected]. If you want to call Joe Palermo try calling on +17047249484 and +19736289931. (updated on November 04, 2024)
What company does Joe Palermo work for?
Joe Palermo works for Peak Advisory LLC
What is Joe Palermo's role at Peak Advisory LLC?
Joe Palermo is Founder
What industry does Joe Palermo work in?
Joe Palermo works in the Financial Services industry.
Joe Palermo Email Addresses
Joe Palermo Phone Numbers
looking for?
Find personal and work emails for over 250M professionals.
People like Joe Palermo
Summer Legal Intern at United States Attorneys' Offices
Retired at Edge Tech Ventures
Project Manager at Northland Investment Corporation
Assistant Team Manager at Party City
2nd Assistant Director at Directors Guild of America
Equipment Broker and Bookkeeper at Gulf South Equipment Sales, LLC
Software Engineer & System Administrator at StreetScan
Talent Acquisition Manager at Reeb Millwork
Chef and Nutrition Specialist at Atlanta Braves
F&B Task Force at Powell Hospitality
Web Developer at Self-employed
IT Manager at Secure Energy Solutions
Managing Partner & Designer at Nicholas Joseph, Custom Suits You
Regional Hospital Improvement Program Manager, Utilization Management at Kaiser Permanente
Hydrogen Commercial Lead US at Shell
mr at ServiceSource
Clinical Laboratory Scientist at Lakeview Hospital
Supported Living at Goodwill Columbus
Branch Manager at American Metal Supply Company
sample maker at Price&Joy
Show more
Show less