Edward Perry Email & Phone Number
Senior Vice President
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Edward Perry Location
- Fort Worth, TX, US
Edward Perry Work
- Senior Vice President @ First Bank of Texas (May 2024 - Present)
- SR VP Commercial Relationship Manager @ (November 2021 - May 2024)
- Sr Relationship Manager @ (August 2014 - November 2021)
- Vice President, Private Banker @ Morgan Stanley Private Bank (October 2010 - July 2014)
- Private Banker, Wealth Advisor @ Wells Fargo/Wachovia, Private Bank (February 2008 - October 2010)
Edward Perry Education
- FINRA LICENSES
Series 7, 65, 63, 6 (Wealth Management)
2002-2016 - University of Pittsburgh
Bachelor’s Degree of Science
1997-2001
Edward Perry Skills
- Wealth Management Services
- Private Banking
- Banking
- Investments
- Portfolio Management
- Commercial Banking
- Finance
- Financial Services
- Loans
- Wealth Management
- Microsoft Excel
- Business Development
- Strategy
- Microsoft Office
- Credit
Edward Perry Summary
- Edward Perry, based in Fort Worth, TX, US, is currently a Senior Vice President at First Bank of Texas. Edward Perry brings experience from previous roles at Regions Bank, JPMorgan Chase & Co., Morgan Stanley Private Bank and Wells Fargo/Wachovia, Private Bank. Edward Perry holds a 2002 - 2016 Series 7, 65, 63, 6 in Wealth Management @ FINRA LICENSES. With a robust skill set that includes Wealth Management Services, Private Banking, Banking, Investments, Portfolio Management and more. Edward Perry has 1 mobile phone numbers on RocketReach.
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