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David Perkins Location
Barrington, IL, US
David Perkins Work
2022 -now VP, Regional Director @
2021 -2022 Investment Wholesaler @
2018 -2021 Investment Wholesaler @
2017 -2018 Investment Wholesaler @
2002 -2017 Investment Wholsaler @
David Perkins Education
University of Iowa
Bachelor of Arts - BA (PSYCHOLOGY)
1995-2000
David Perkins Skills
Investments
Investment Strategies
Alternative Investments
Mutual Funds
Investment Advisory
Wealth Management
Series 7
Asset Management
Investment Properties
Institutional
FINRA
Equities
Securities
Fixed Income
Real Estate Investment
Managed Accounts
Series 66
Separately Managed Accounts
Money Market
Insurance
Sales
Financial Services
Annuities
401k
Capital Markets
Leadership
Financial Analysis
Investment Management
Financial Planning
Presentation Skills
Real Estate
Wealth Management Services
Private Equity
Public Speaking
Hedge Funds
Portfolio Management
Commercial Real Estate
Institutional Investments
Bonds
ETFs
Private Placements
Offshore Funds
AIF
Bond Funds
Family Office
Asset Allocation
Variable Annuities
Consultative Selling
Business Relationship Management
David Perkins Summary
David Perkins, based in Barrington, IL, US, is currently a VP, Regional Director at American Century Investments. David Perkins brings experience from previous roles at Allspring Global Investments, Wellesley Asset Management, Inc., Barings and Principal Global Investors. David Perkins holds a 1995 - 2000 Bachelor of Arts - BA in PSYCHOLOGY @ University of Iowa. With a robust skill set that includes Investments, Investment Strategies, Alternative Investments, Mutual Funds, Investment Advisory and more. David Perkins has 2 emails and 2 mobile phone numbers on RocketReach.
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