Rob Percival

Experienced Financial Services Leader with Expertise in Administering State Government Savings Programs (529/ABLE)

Role
Head of Able Solutions at Ascensus
Location
Boston, MA, US
LinkedIn followers
500 followers

About Rob Percival

A proven business leader with a strong history of driving successful financial operations and exceeding targets, recognized for expertise in financial services product innovation, risk management, contract negotiations, and for building outstanding relationships with governmental entities and financial partners. I operate with high emotional intelligence in complex, highly regulated environments. I build consensus across diverse project teams and forge partnerships that produce “win-win” business and socially beneficial results. I hold an MBA from the University of Chicago and have been interviewed by The New York Times and CNBC.com for financial product expertise.• Business Development• Client Relationship Management• New Product Development/Innovation/Transformation• Revenue Growth, P&L and Risk Management• Operational Excellence/Leadership Effectiveness

Experience

  1. Head of Able Solutions

    Ascensus

    Dec 2025 — Present · Newton, MA, US

Education

  • The University of Chicago Booth School of Business

    Master of Business Administration - MBA, Finance, Accounting, Economics

  • Austin Preparatory School

    High School Diploma, College Prep

    1986 — 1990

  • Stonehill College

    Bachelor of Arts - BA, Economics, Communication

Skills

  • Securities
  • Operational Risk
  • Business Analysis
  • Strategy
  • Financial Modeling
  • Mutual Funds
  • Risk Management
  • Finance
  • Relationship Management
  • Business Analytics
  • Series 7
  • Series 63
  • Process Improvement
  • Equities
  • Mba
  • Series 24
  • Business Process Improvement
  • Asset Managment
  • Investments
  • Analytics
  • Finra
  • Financial Analysis
  • Investment Management
  • Variable Annuities
  • Financial Services
  • Business Development
  • 529 Plans
  • Notary Public
  • Operational Risk Management
  • Etfs
  • Asset Management

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Rob Percival — Head of Able Solutions at Ascensus in Boston, MA, US | Unifers