Dave Perkins Location
- Charlotte, NC, US
Dave Perkins Work
- 2023 -now Senior Adviser @
- 2002 -2023 Consultant @ Perkins Wealth Management of Carolinas Investment Consulting, LLC
- 1992 -2014 member @ Estate Planners Study Group
- 1995 -2002 Director of Financial and Estate Planning Services @ Interstate/Johnson Lane
- 1991 -1995 Senior Tax Manager @ KPMG Peat Marwick
Dave Perkins Education
- Albany Law School of Union University
Juris Doctor (Law)
1976-1979 - Central Connecticut State University
(Accounting and Finance)
- Lafayette College
Bachelor of Arts (B.A.) (History)
Dave Perkins Summary
- Dave Perkins, based in Charlotte, NC, US, is currently a Senior Adviser at Verum Partners. Dave Perkins brings experience from previous roles at Perkins Wealth Management of Carolinas Investment Consulting, LLC, Estate Planners Study Group, Interstate/Johnson Lane and KPMG Peat Marwick. Dave Perkins holds a 1976 - 1979 Juris Doctor in Law @ Albany Law School of Union University. Dave Perkins has 2 emails on RocketReach.
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