Rick Palmeri directs Broadscope’s investor services group which builds and maintains client CRM databases, manages client investor portals and coordinates fulfillment of investor notifications. 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.