Dennis Percell

About Dennis Percell

Dennis M. Percell, Jr, is a Senior Vice President & Senior Banking Advisor with PNC Private Bank in Orange County, California. Dennis works closely with high-net-worth individuals, families, business owners, and philanthropists to address a wide range of wealth management needs. He leads a team of specialists who work in concert to design and implement tailored financial strategies in investment management, trust and estate planning services, credit and banking, liquidity-event planning, and philanthropy to help clients pursue their goals more effectively. Prior to joining PNC Bank, Dennis was with Bank of America Private Bank (formerly U.S. Trust), Dennis served as a Senior Private Banker with California Bank & Trust and The Private Bank at Wells Fargo. In these roles, he was responsible for overseeing investment portfolios for high-net-worth clients and catering to their dynamic financial needs. He earned his B.A. in Business Administration with a concentration in Finance from California State University, Fullerton. Active in the community, Dennis is a board member of the Executive Council for the Mihaylo College of Business and Economics at California State University, Fullerton. Dennis lives in Orange County with his wife Leslie and their four children.

Experience

1. Senior Vice President & Senior Relationship Strategist

   PNC

   Jan 2025 — Present · Orange County, CA, US

Education

• California State University - Fullerton

  Bachelor's Degree

  1999 — 2004

Skills

• Teamwork
• Banking
• Team Management
• Credit
• Wealth Management
• Investments
• Wealth Preservation
• Life Insurance
• Trust Services
• Financial Services
• Retail Banking
• Nmls Licensed
• Portfolio Management
• Loans
• Private Clients
• Private Banking
• Wealth Management Services
• Asset Management
• Time Management
• Mortgage Lending
• Credit Analysis
• Commercial Lending
• Consumer Lending
• Estate Planning
• Customer Relationship Management (Crm)