Alan Perl is the Director of Client Service and Business Development at Rockit Solutions and is responsible for Rockit’s Business Development Unit, Relationship Management, New Client Onboarding & Implementations, and training of Rockit®Command. Alan joined Rockit twelve years ago and has brought his Relationship Management capabilities and high level client service skills to many constituents served by our company and other professional organizations.
Prior to joining Rockit in 2007, Alan worked in the Banking and Trust industry focusing on client service and delivery. He has fifteen years of financial services expertise in Trust, Large Institutions and Family Offices, with his previous experience at Northwestern Mutual as a Financial Representative and later at Deutsche Bank in Global Trust Banking.
Alan holds a B.S. in Public Finance from Indiana University.