Alan Perl Email & Phone Number
Director of Client Service and Business Development @ Fi-Tek Wealth Solutions
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Alan Perl Location
- New York, NY, US
Alan Perl Work
- 2017 -now Director of Client Service and Business Development @
- 2014 -now Director, Client Service and Implementation @
- 2013 -2014 Senior Manager of the Client Service group @
- 2009 -2013 Relationship Manager @
- 2007 -2009 Client Service Specialist @
- 2005 -2007 Client Service, Project Finance GTB @
- 2004 -2005 Financial Representative @
Alan Perl Education
- Indiana University Bloomington 2000-2004
Alan Perl Skills
- Customer Experience
- Project Management
- Analytical Skills
- Financial Reporting
- Sales Processes
- Business Development
- Leadership
- Sales
- Bloomberg
- Hedge Funds
- Asset Managment
- Financial Analysis
- Banking
- Asset Management
- Portfolio Management
- Financial Services
- Equities
- Finance
- Securities
- Fixed Income
- Investments
- Mutual Funds
- CRM
- Management
- Customer Relationship Management (CRM)
Alan Perl Summary
- Alan Perl, based in New York, NY, US, is currently a Director of Client Service and Business Development at Fi-Tek Wealth Solutions. Alan Perl brings experience from previous roles at Fi-Tek Wealth Solutions. Alan Perl holds a 2000 - 2004 Indiana University Bloomington. With a robust skill set that includes Customer Experience, Project Management, Analytical Skills, Financial Reporting, Sales Processes and more. Alan Perl has 5 emails on RocketReach.
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