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Donald Purtill
Financial expert with Wharton education and CGMA/PFS certifications.
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Location
Cleveland, Ohio, United States, US
Skills
- Asset Management
- Retirement Planning
- Financial Planning
- Tax Preparation
- Investments
- Show all
Bio
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Topline AI
Donald Purtill is a seasoned financial expert with a strong educational background from The Wharton School at the University of Pennsylvania. He holds certifications as a Chartered Global Management Accountant (CGMA) and a CPA Personal Financial Specialist (PFS), and has expertise in asset management, retirement planning, and wealth management.
Credentials
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Chartered Global Management Accountant (CGMA)
AICPA -
CPA Personal Financial Specialist (PFS)
AICPA
Leads Feature
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1966 - 1968University of Pennsylvania - The Wharton School
Suggested Services
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Industry Focus. “Financial Services”
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