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Bill Perry Location
Indianapolis, IN, US
Bill Perry Work
Vice President, Retirement Plan Sales @ (March 2025 - Present)
Sr Manager, Communication Consulting @ (February 2023 - March 2025)
VP - Financial Consultant @ (September 2018 - January 2023)
Associate Financial Consultant @ (August 2017 - September 2018)
Associate Wealth Advisor @ (May 2016 - August 2017)
Wealth Advisor @ (June 2013 - March 2016)
Registered Representative @ (February 2011 - May 2013)
Bill Perry Education
Grand Canyon University
Master of Business Administration - MBA (Business Administration and Management, General)
2014-2015
St. Joseph's College (IN)
Bachelor's degree (Accounting)
2006-2010
Bill Perry Summary
Bill Perry, based in Indianapolis, IN, US, is currently a Vice President, Retirement Plan Sales at Charles Schwab. Bill Perry brings experience from previous roles at Charles Schwab. Bill Perry holds a 2014 - 2015 Master of Business Administration - MBA in Business Administration and Management, General @ Grand Canyon University. Bill Perry has 2 emails and 2 mobile phone numbers on RocketReach.
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