Full Name
Rose Palazzo
Job Title
Group Head
Company
Envestnet | MoneyGuide
Speaker Bio
Rose Palazzo is the Head of MoneyGuide, the leading financial planning software provider. Prior to joining MoneyGuide, Rose was a Managing Director and Head of Financial Planning for Morgan Stanley Wealth Management. As head of Financial Planning, she was responsible for managing the development, implementation and support of Morgan Stanley’s financial planning offering.
Speaking At