Brad Perry Email & Phone Number
Vice President - Financial Consultant @ Charles Schwab
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Brad Perry Location
- Texas, United States
Brad Perry Work
- Vice President - Financial Consultant @ (March 2014 - Present)
- Agency Partner @ (January 2013 - March 2014)
- Investment and Annuity Specialist @ (October 2010 - June 2013)
- VP, Investment Services @ (May 2004 - October 2010)
- Trading Team Manager @ (January 1995 - January 1999)
Brad Perry Education
- University of Nebraska at Omaha
BSBA (Finance)
1993-1995 - University of Nebraska-Lincoln
(Biology Pre-Med / Business)
1990-1993 - Westside High School
1990 (Diploma)
1988-1990 - Milford High School
Freshman & Sophomore Years (General Studies)
1986-1988
Brad Perry Skills
- Financial Planning
- Financial Analysis
- Personal Finance
- Income Planning
- Wealth Management Services
- Marketing
- Investment Strategies
- Project Management
- Portfolio Management
- Insurance
Brad Perry Summary
- Brad Perry, based in Texas, United States, is currently a Vice President - Financial Consultant at Charles Schwab. Brad Perry brings experience from previous roles at MassMutual Dallas-Fort Worth, Penn Mutual and TD Ameritrade. Brad Perry holds a 1993 - 1995 BSBA in Finance @ University of Nebraska at Omaha. With a robust skill set that includes Financial Planning, Financial Analysis, Personal Finance, Income Planning, Wealth Management Services and more. Brad Perry has 2 emails and 1 mobile phone numbers on RocketReach.
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