Alan Perl Email & Phone Number
Senior Vice President, Family Office Services @ Fi-Tek Wealth Solutions
5 free lookup(s). No credit card required.
If you need more lookups,
subscriptions start at $34 USD/month.
Alan Perl Location
- New York, NY, US
Alan Perl Work
- Senior Vice President, Family Office Services @ (August 2026 - Present)
- Director of Client Service and Business Development @ (December 2017 - Present)
- Director, Client Service and Implementation @ (April 2014 - Present)
- Senior Manager of the Client Service group @ (July 2013 - April 2014)
- Relationship Manager @ (January 2009 - July 2013)
- Client Service Specialist @ (March 2007 - January 2009)
- Client Service, Project Finance GTB @ (January 2005 - January 2007)
- Financial Representative @ (January 2004 - January 2005)
Alan Perl Education
- Indiana University Bloomington
B.A. (Public Finance)
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 Senior Vice President, Family Office Services at Fi-Tek Wealth Solutions. Alan Perl brings experience from previous roles at Fi-Tek Wealth Solutions. Alan Perl holds a 2000 - 2004 B.A. in Public Finance @ 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 3 emails and 3 mobile phone numbers on RocketReach.
Looking for a different Alan Perl?
Find contact details for 700 million professionals.
G2 Crowd Trusted
300K+ Plugin Users
© 2026 RocketReach.co