Jordan Perschel

Divisional Manager, Wealth Management Banking

Role
Divisional Manager, Wealth Management Banking at RBC Wealth Management
Location
Boston, MA, US
LinkedIn followers
500 followers
Finance & AccountingView LinkedIn profile

Experience

  1. Divisional Manager, Wealth Management Banking

    RBC Wealth Management

    Oct 2023 — Present · Chicago, IL, US

Education

  • Miami University

    Bachelor of Science

    2008 — 2012

Skills

  • Powerpoint
  • Microsoft Excel
  • Series 7
  • General Securities Registered Representative
  • Microsoft Word
  • Leadership
  • Securities
  • Series 63
  • Equities
  • Data Analysis
  • Trading
  • Customer Service
  • Financial Analysis
  • Bloomberg Terminal
  • Microsoft Office
  • Sales

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Jordan Perschel — Divisional Manager, Wealth Management Banking at RBC Wealth Management in Boston, MA, US | Unifers