George Ferrel Email & Phone Number
Wealth Advisor at PUREfi Wealth @ PUREfi Wealth
5 free lookup(s). No credit card required.
If you need more lookups,
subscriptions start at $34 USD/month.
George Ferrel Location
- Boston, MA, US
George Ferrel Work
- Wealth Advisor at PUREfi Wealth @ (October 2025 - Present)
- Private Banker @ (January 2025 - October 2025)
- Credit Specialist @ (July 2021 - December 2024)
- Private Lender at Boston Private Bank and Trust @ (May 2020 - June 2021)
- Workstream Lead @ (April 2017 - March 2020)
- Private Client Manager @ (August 2007 - December 2014)
George Ferrel Education
- Lehigh University
Bachelor of Arts - BA (Economics)
2002-2006 - Longmeadow High School 1998-2002
George Ferrel Skills
- Analytical Skills
- Change Management
- Client Relations
- Client Services
- Client-focused
- Consulting
- Continuous Improvement
- Credit Management
- Credit Risk Management
- Customer Satisfaction
- Customer Service
- Family Offices
- Financial Analysis
- Financial Services
- High-Net-Worth Individuals (HNWI)
- Lean Management
- Lines Of Credit
- Management Consulting
- Private Wealth Management
- Project Management
- Root Cause Analysis
- Sales
- Wealth Management Services
George Ferrel Summary
- George Ferrel, based in Boston, MA, US, is currently a Wealth Advisor at PUREfi Wealth at PUREfi Wealth. George Ferrel brings experience from previous roles at First Citizens Bank, SVB Private, Boston Private and X/Celerant Consulting. George Ferrel holds a 2002 - 2006 Bachelor of Arts - BA in Economics @ Lehigh University. With a robust skill set that includes Analytical Skills, Change Management, Client Relations, Client Services, Client-focused and more. George Ferrel has 1 emails and 1 mobile phone numbers on RocketReach.
Looking for a different George Ferrel?
Find contact details for 700 million professionals.
Top PUREfi Wealth Employees
Chris Roy
Partner, Relationship Manager
Boston, MA, US
William Nichols
Partner, Business Development
New York, NY, US
G2 Crowd Trusted
300K+ Plugin Users
© 2026 RocketReach.co