Rick Palmeri directs Broadscope’s Investor Services group which is responsible for building and maintaining client CRM databases, investor portal development and investor fulfillment. Rick also directs the firm’s compliance assistance functions for AML/KYC and FATCA.
Prior to joining Broadscope, Rick was Vice President of Administration and Information Technology for Palmeri Fund Administrators, Inc. (PFA) from its formation in 1991. Following State Street Corporation’s acquisition of PFA, Rick managed the Investor Services team for State Street’s Private Equity Fund Services group.
Rick pursued his business education at the University of Dayton and Lynn University.