Michael Purcell Email & Phone Number
Director of Institutional Relationships @ Confluence Investment Management
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Michael Purcell Location
- Winnetka, IL, US
Michael Purcell Work
- 2018 -now Director of Institutional Relationships @
- 2017 -2018 Head of Distribution @
- 2010 -2017 Team Leader, DCIO Specialist @ Manning & Napier
- 2000 -2010 Director of Sales and Marketing, Wealth Management Group @
Michael Purcell Education
- Arizona State University
Bachelor of Science (BS) (Finance)
- University of Notre Dame
Master of Business Administration (M.B.A.) (Finance)
Michael Purcell Skills
- Leadership
- Portfolio Management
- Marketing
- Microsoft Excel
- Wealth Management
- Sales
- Management
- Strategic Planning
- Alternative Investments
- Series 63
- Capital Markets
- Investment Strategies
- Securities
- Investments
- Business Development
- Asset Management
- Fixed Income
- Investment Advisory
- Asset Allocation
- Series 7
- Equities
- Mutual Funds
Michael Purcell Summary
- Michael Purcell, based in Winnetka, IL, US, is currently a Director of Institutional Relationships at Confluence Investment Management. Michael Purcell brings experience from previous roles at Spouting Rock Asset Management, Manning & Napier and Brandywine Global. Michael Purcell holds a Bachelor of Science (BS) in Finance @ Arizona State University. With a robust skill set that includes Leadership, Portfolio Management, Marketing, Microsoft Excel, Wealth Management and more. Michael Purcell has 3 emails and 2 mobile phone numbers on RocketReach.
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