Kimberly Perry Email & Phone Number
Director, Retirement Services @ Stifel Financial Corp.
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Kimberly Perry Location
- Missouri, United States
Kimberly Perry Work
- Director, Retirement Services @ (May 2017 - Present)
- Senior Product Leader- Employer Retirement Plans @ (August 2005 - April 2017)
- Assistant Director @ (August 1998 - August 2005)
Kimberly Perry Education
- Washington University in St. Louis
Master of Business Administration (MBA) (Executive MBA)
2013-2014
Kimberly Perry Skills
- 401k
- Access
- Asset Allocation
- Asset Management
- Financial Services
- Investments
- Life Insurance
- Mutual Funds
- Pensions
- Relationship Management
- Retirement
- Retirement Planning
- Series 7
- Strategic Financial Planning
- Financial Planning
- Wealth Management
- Series 63
- Portfolio Management
- Securities
- Leadership
- Strategic Planning
- Public Speaking
- Management
- Employee Benefits
- 401k Retirement Savings Plans
- Marketing
- Microsoft Excel
- Strategic Financial
- 401 Retirement Savings Plans
Kimberly Perry Summary
- Kimberly Perry, based in Missouri, United States, is currently a Director, Retirement Services at Stifel Financial Corp.. Kimberly Perry brings experience from previous roles at Edward Jones and Morgan Keegan. Kimberly Perry holds a 2013 - 2014 Master of Business Administration (MBA) in Executive MBA @ Washington University in St. Louis. With a robust skill set that includes 401k, Access, Asset Allocation, Asset Management, Financial Services and more. Kimberly Perry has 1 emails and 2 mobile phone numbers on RocketReach.
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