Matthew Perri Email & Phone Number
Associate Planner @ Zynergy Retirement Planning LLC
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Matthew Perri Location
- Red Bank, NJ, US
Matthew Perri Work
- 2026 -now Associate Planner @
- 2025 -2026 Senior Financial Advisor @
- 2023 -2025 Financial Planner @
- 2022 -2023 Equity Analyst @
- 2022 -2022 Entertainment Wealth Advisory Analyst @
- 2021 -2021 Fall Private Equity Analyst @
- 2020 -2021 Audit Intern @
Matthew Perri Education
- Stevens Institute of Technology
Bachelor of Science (Bachelor of Science, Quantitative Finance)
2019-2023
Matthew Perri Summary
- Matthew Perri, based in Red Bank, NJ, US, is currently a Associate Planner at Zynergy Retirement Planning. Matthew Perri brings experience from previous roles at Stifel Independent Advisors, Prudential Financial, Stevens Student Managed Investment Fund and City National Bank. Matthew Perri holds a 2019 - 2023 Bachelor of Science in Bachelor of Science, Quantitative Finance @ Stevens Institute of Technology. Matthew Perri has 1 emails on RocketReach.
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