Andrew Purcell Email & Phone Number
Senior Wealth Advisor @ Kathmere Capital Management
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Andrew Purcell Location
- Philadelphia, PA, US
Andrew Purcell Work
- Senior Wealth Advisor @ (October 2026 - Present)
- Senior Financial Advisor @ (October 2017 - September 2026)
- Founding Member @ (July 2008 - December 2017)
- Business Banking Officer @ (April 2007 - September 2008)
- Assistant Vice President @ US Premium Finance (January 2006 - March 2007)
- Business Development @ Chimicles & Tikellis LLP (August 2000 - January 2006)
- Associate @ Prudential Securities (January 1998 - January 2000)
Andrew Purcell Education
- Drexel University's LeBow College of Business
MBA
2007-2009 - Hobart and William Smith Colleges
BA
1993-1997 - The Episcopal Academy
High School Diploma
1981-1993 - The Wharton School
Certificate
2009
Andrew Purcell Skills
- Wealth Management
- Customer Relations
- Competitive Analysis
- Banking
- Private Equity
- Relationship Management
- Financial Services
- Securities
- Finance
- Strategy
- Portfolio Management
- Investment Advisory
- Customer Service
- Business Development
- Asset Management
- Asset Allocation
- Financial Advisory
- Investments
- Loans
- Insurance
- Services
- PowerPoint
- Solutions
- Advisory
- Capital Management
- Public Speaking
- Sales
Andrew Purcell Summary
- Andrew Purcell, based in Philadelphia, PA, US, is currently a Senior Wealth Advisor at Kathmere Capital Management. Andrew Purcell brings experience from previous roles at HBKS Wealth Advisors, Locust Capital Management, Citizens Bank and US Premium Finance. Andrew Purcell holds a 2007 - 2009 MBA @ Drexel University's LeBow College of Business. With a robust skill set that includes Wealth Management, Customer Relations, Competitive Analysis, Banking, Private Equity and more. Andrew Purcell has 2 emails and 1 mobile phone numbers on RocketReach.
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Top Kathmere Capital Management Employees
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Senior Wealth Advisor
Philadelphia, PA, US
Nick Ryder
Chief Investment Officer
Bryn Mawr, PA, US
Nicholas Olesen
Principal
King of Prussia, PA, US
Alan Wandalowski
Chief Planning Officer
Wayne, PA, US
Amy King
Chief Operating Officer
Wayne, PA, US
Brian Fenlin
Senior Wealth Advisor
Villanova, PA, US
Brian Lynch
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King of Prussia, Pennsylvania, United States
Clare Diamond
Wealth Management Advisor
Philadelphia, PA, US
Sean Peyton
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Collegeville, PA, US
Justin Kullmann
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Grant Boyle
Retirement Plan Advisor
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Dave Hill
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Michael Crowley
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