Bryan Percle
Investments at Citi Private Bank
- Role
- Director at Citi
- Location
- Houston, TX, US
- LinkedIn followers
- 500 followers
General Business & ManagementView LinkedIn profile
About Bryan Percle
Specialties: Series 31, 66 & 7 Licenses
Experience
Director
Jan 2025 — Present · Houston, TX, US
Education
University of New Orleans
BS
1998 — 2003
Tulane University - A.B. Freeman School of Business
MBA
2008 — 2010
Skills
- Corporate Finance
- Financial Analysis
- Strategic Financial Planning
- Portfolio Management
- Loans
- Financial Advisory
- New Business Development
- Banking
- Mutual Funds
- Credit
- Financial Modeling
- Risk Management
- Analysis
- Series 7
- Real Estate
- Finance
- Investments
- Financial Reporting
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