Alan Perl
Director of Client Service and Business Development, Fi-Tek Wealth Solutions
Alan Perl is the Director of Client Service and Business Development at Fi-Tek Wealth Solutions and heads business development, client services, implementations, and client training on the Rockit®Command platform. He has over 20 years of financial services and technology deployment expertise in Trust, Large Institutions and Family Offices. Alan joined Fi-Tek Wealth Solutions’ predecessor firm, Rockit Solutions, in 2007 and throughout his tenure has held multiple front office roles within the firm.