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
Head of Able Solutions
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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