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Michael Purcell Location
Winnetka, IL, US
Michael Purcell Work
Director of Institutional Relationships @ (September 2018 - Present)
Head of Distribution @ (September 2017 - April 2018)
Team Leader, DCIO Specialist @ Manning & Napier (January 2010 - August 2017)
Director of Sales and Marketing, Wealth Management Group @ (January 2000 - January 2010)
Michael Purcell Education
University of Notre Dame
Master of Business Administration (M.B.A.) (Finance)
Arizona State University
Bachelor of Science (BS) (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 Master of Business Administration (M.B.A.) in Finance @ University of Notre Dame. 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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