Jon Perkins
- Role
- Tm at Addepar
- Location
- Austin, TX, US
- LinkedIn followers
- 500 followers
About Jon Perkins
I specialize in aligning technology platforms with business growth in wealth management…
Experience
Tm
Present
Education
Quinlan School of Business, Loyola University Chicago
BBA, Economics
Skills
- Management
- Leadership
- Equities
- Business Strategy
- Investments
- Financial Analysis
- Finance
- Microsoft Excel
- Business Development
- Mutual Funds
- Asset Management
- New Business Development
- Rias
- Customer Service
- Customer Relationship Management (Crm)
- Salesforce.com
- Financial Services
- Wealth Management
- Alternative Investments
- Outlook
- Fixed Income
- Portfolio Management
- Sales
- Series 7
- Asset Allocation
- Securities
- Retirement
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