1997 -
now Director | Senior Investment Consultant @
1988 -
1997 Management @
David Purcell Education
University of Wisconsin-Madison
Bachelor of Science (BS) (Clinical Psychology / Finance)
1983
-
1988
Madison East School
David Purcell Skills
Mutual Funds
Wealth Management
Investments
Retirement Planning
Management
Series 63
Retirement
Strategic Planning
Series 7
Sales
Portfolio Management
Series 24
Investment Strategies
Investment Advisory
Process Improvement
Securities
Customer Experience
Finance
Asset Allocation
401k
Alternative Investments
Defined Benefit
Asset Managment
Asset Management
ERISA
Stocks
Financial Services
Strategy
Services
Project Management
David Purcell Summary
David Purcell, based in Appleton, WI, US, is currently a Director | Senior Investment Consultant at Robert W. Baird & Co.. David Purcell brings experience from previous roles at Ameritech. David Purcell holds a 1983 - 1988 Bachelor of Science (BS) in Clinical Psychology / Finance @ University of Wisconsin-Madison. With a robust skill set that includes Mutual Funds, Wealth Management, Investments, Retirement Planning, Management and more. David Purcell has 2 emails and 1 mobile phone numbers on RocketReach.
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