Katie Perkner
Wealth Advisor @ MAI Capital | Series 65, Investment Advisor
- Role
- Wealth Advisor at MAI Capital Management
- Location
- Jacksonville, FL, US
- LinkedIn followers
- 500 followers
Finance & AccountingView LinkedIn profile
About Katie Perkner
As a Wealth Advisor at MAI Capital Management, I provide comprehensive financial planning…
Experience
Wealth Advisor
Apr 2023 — Present · Ponte Vedra Beach, FL, US
Education
College of Charleston
Bachelor of Science - BS
2014 — 2018
University of Florida
Master of Business Administration - MBA
2022 — 2023
Skills
- Microsoft Excel
- Public Speaking
- Customer Service
- Microsoft Office
- Guided Tours
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