Katie Perkner
Wealth Advisor @MAI Capital Management
Jacksonville, FL, US
EMAILS
k••••••••@mai.capital
MOBILE NUMBERS
+19•••••••14
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WORK HISTORY
Apr 2023 — Present
Wealth Advisor @MAI Capital Management
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Ponte Vedra Beach, FL, US
EDUCATION
2014 — 2018
College of Charleston
Bachelor of Science - BS
2022 — 2023
University of Florida
Master of Business Administration - MBA
SKILLS
Microsoft ExcelPublic SpeakingCustomer ServiceMicrosoft OfficeGuided Tours
ABOUT KATIE PERKNER
As a Wealth Advisor at MAI Capital Management, I provide comprehensive financial planning…
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