Alan Perl
Director, Client Service and Implementation at Fi-Tek Wealth Solutions | New York City Metropolitan Area
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Director, Client Service and Implementation at Fi-Tek Wealth Solutions in April 2014 to Present
Director of Client Service and Business Development at Fi-Tek Wealth Solutions in December 2017 to Present
Senior Manager of the Client Service group at Fi-Tek Wealth Solutions in July 2013 to April 2014
Relationship Manager at Fi-Tek Wealth Solutions in January 2009 to July 2013
Client Service Specialist at Fi-Tek Wealth Solutions in March 2007 to January 2009
Client Service, Project Finance GTB at Deutsche Bank in January 2005 to January 2007
Financial Representative at Northwestern Mutual in January 2004 to January 2005
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Indiana University Bloomington, B.A., January 2000 to January 2004
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Customer Experience
Project Management
Analytical Skills
Financial Reporting
Sales Processes
Business Development
Leadership
Sales
Bloomberg
Hedge Funds
Asset Managment
Financial Analysis
Banking
Asset Management
Portfolio Management
Financial Services
Equities
Finance
Securities
Fixed Income
Investments
Mutual Funds
CRM
Management
Customer Relationship Management (CRM)
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Discover more about Fi-Tek Wealth SolutionsWhat is Alan Perl email address?
Email Alan Perl at [email protected] and [email protected]. This email is the most updated Alan Perl's email found in 2026.
How to contact Alan Perl?
To contact Alan Perl send an email to [email protected] or [email protected].
What company does Alan Perl work for?
Alan Perl works for Fi-Tek Wealth Solutions
What is Alan Perl's role at Fi-Tek Wealth Solutions?
Alan Perl is Director, Client Service and Implementation
What is Alan Perl's Phone Number?
Alan Perl's phone (212) ***-*360
What industry does Alan Perl work in?
Alan Perl works in the Financial Services industry.
Alan Perl Email Addresses
Alan Perl Phone Numbers
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