David Purcell Email & Phone Number
Director | Senior Investment Consultant @ Baird
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David Purcell Location
- Appleton, WI, US
David Purcell Work
- 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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