Christopher Perry Email & Phone Number
Founder, CEO and Financial Advisor @ CJ Perry Financial LLC
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Christopher Perry Location
- Berwyn, PA, US
Christopher Perry Work
- 2024 - now Founder, CEO and Financial Advisor @
- 2023 - now Adjunct Instructor, VSB Finance and Real Estate Dept. @
- 2021 - 2023 Financial Advisor Associate @
- 2022 - 2023 Adjunct Instructor, Economics and Finance Department @
- 2014 - 2021 Principal, Portfolio Manager and Analyst @
- 2005 - 2014 Managing Director and Portfolio Manager @ Manulife Asset Management/John Hancock Investments
- 1998 - 2005 Principal, Portfolio Manager and Security Analyst @ Turner Investments, L.P.
- 1996 - 1998 Security Analyst @ Pennsylvania Merchant Group Ltd
- 1994 - 1996 Account Administrator @ Miller Anderson & Sherrerd
Christopher Perry Education
- The American College of Financial Services
CFP® Certification Curriculum
- Drexel University
MBA, Finance with Investment Management Concentration
- Villanova University
Bachelor of Science Business Administration with major in Finance
Christopher Perry Skills
- Direct Marketing
- Team Building
- Technology
- Buy Side Research
- Equity Valuation
- Health Care
- Valuation
- Manage Client Relationships
- Telecom
- Portfolio Management
- Client Focused
- Financial Modeling
- Capital Markets
- Investment Reports
- Mid Cap Research
- Small Cap Research
- Investments
- Bloomberg
- Market Research
- Basic Materials
- Business Services
- Large Cap Research
- Team Leadership
- Process Improvement
- FactSet
- Investment Advisory
- Client Management
- Financial Services
- Wealth Management
- Equities
- Mutual Funds
- Supervision
- Equity Research
- Microsoft Office
- Economic Outlook
- Investment Strategies
- Financial Statement Analysis
- Risk Management
- Asset Management
- Sell Side Research
- Investment Banking
- Due Diligence
- Media
- Securities
- Hedge Funds
- Investment Management
- Macroeconomics
Christopher Perry Summary
- Christopher Perry, based in Berwyn, PA, US, is currently a Founder, CEO and Financial Advisor at CJ Perry Financial LLC. Christopher Perry brings experience from previous roles at Villanova School of Business, BLBB Advisors, LLC, West Chester University of Pennsylvania and 1919 Investment Counsel, LLC. Christopher Perry holds a CFP® Certification Curriculum @ The American College of Financial Services. With a robust skill set that includes Direct Marketing, Team Building, Technology, Buy Side Research, Equity Valuation and more. Christopher Perry has 2 emails and 2 mobile phone numbers on RocketReach.
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Top CJ Perry Financial LLC Employees
Christopher Perry
Founder, CEO and Financial Advisor
Berwyn, PA, US
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