Brad Perry Email & Phone Number

Vice President - Financial Consultant @ Charles Schwab

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Brad Perry Location

Texas, United States

Brad Perry Work

2014 - now Vice President - Financial Consultant @ Charles Schwab
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2013 - 2014 Agency Partner @ MassMutual Dallas-Fort Worth
2010 - 2013 Investment and Annuity Specialist @ MassMutual Dallas-Fort Worth

2004 - 2010 VP, Investment Services @ Penn Mutual
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1995 - 1999 Trading Team Manager @ TD Ameritrade
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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

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Brad Perry Skills

Financial Planning
Financial Analysis
Personal Finance

Income Planning
Wealth Management Services
Marketing
Investment Strategies
Project Management
Portfolio Management
Insurance

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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.

Brad Perry Emails

Found 2 emails

Brad Perry Phone Numbers

Found 2 phone numbers

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