2018 -
now Director of Institutional Relationships @
2017 -
2018 Head of Distribution @
2010 -
2017 Team Leader, DCIO Specialist @
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 2 emails and 2 mobile phone numbers on RocketReach.
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