Kerri Ann Palermo

Current Employers

Employment History

• 12/2014 → 03/2017
  Northwestern Mutual Investment Services Llc
  Fairport, NY
• 11/2014 → 03/2017
  Russell Schwartzbeck
  Fairport, NY
• 10/2016 → 03/2017
  Northwestern Mutual Wealth Management Company
  Milwaukee, WI
• 06/2017 → 08/2018
  Ameriprise Financial Services, Inc.
  Rochester, NY
• 09/2018 → Present
  Charles Schwab & Co., Inc.
  Pittsford, NY
• 09/2018 → Present
  Charles Schwab Bank
  Pittsford, NY

Other Businesses

Monroe Community Hospital Foundation| Board Member| As board member I will assist in the decision making process of allocating funds & services to residents and patients of Monroe Community Hospital to enrich their lives. This is a not for profit organization that works with donated funds. I will also help fundraise as needed for the charity| Less than 20 hrs monthly| No business during trading hours. 2) Property Owner|Real Estate/Property Management| We purchased a second home that we plan to start renting for income this fall (2019) once renovations are complete. The property is owned jointly by my husband Jesse Palermo and I. My role is simply to own the home and collect rent from tenants| Less than 20hrs monthly|

Exams

• S66 Uniform Combined State Law Examination
  2017-07-25
• S63 Uniform Securities Agent State Law Examination
  2015-02-26

Designations

Other Names

• Kerri Ann Reuter