Marion Perry Email
Co-Founder and Wealth Manager @ Williams & Novak Wealth Management, LLC.
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Marion Perry Location
- Miami, FL, US
Marion Perry Work
- Co-Founder and Wealth Manager @ (January 2018 - Present)
- Vice President | Financial Consultant @ (January 2015 - January 2018)
- Financial Consultant Partner @ (January 2013 - January 2015)
- Licensing Candidate and Financial Advisor Trainee @ (January 2010 - January 2013)
Marion Perry Education
- Pepperdine Graziadio Business School
Master of Business Administration - MBA (Banking,investments,Corporate Finance,and Secuniries Law)
2014-2015 - Pepperdine Law
The Straus School of Dispute Resolution (Coursework in Buisness Negotiation, Mediation/arbitration, and General Dispute Resolution)
2014-2015
Marion Perry Summary
- Marion Perry, based in Miami, FL, US, is currently a Co-Founder and Wealth Manager at Williams & Novak Wealth Management, LLC.. Marion Perry brings experience from previous roles at Charles Schwab and Thrivent. Marion Perry holds a 2014 - 2015 Master of Business Administration - MBA in Banking,investments,Corporate Finance,and Secuniries Law @ Pepperdine Graziadio Business School. Marion Perry has 1 emails on RocketReach.
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Top Williams & Novak Wealth Management, LLC. Employees
William Santangelo
Diligence Manager
Agoura Hills, CA, US
Daniel Novak
Co-Founder and Sr. Wealth Manager
Los Angeles, CA, US
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