Michael Perri Email & Phone Number
Financial Advisor @ Thrive Financial Services
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Michael Perri Location
- New York, NY, US
Michael Perri Work
- Financial Advisor @ (January 2026 - Present)
- Senior Financial Advisor and Wealth Manager @ (January 2023 - January 2026)
- Senior Account Executive and Senior Loan Officer @ (January 2022 - January 2024)
- Senior Wealth Manager @ AMERICAN STRATEGIC ADVISORS (January 2020 - January 2022)
- Senior Financial Consultant @ (January 2018 - January 2020)
- Senior Private Banking Investment Group and Wealth Management Associate @ (January 2013 - December 2018)
- Financial Advisor @ (January 2010 - January 2013)
Michael Perri Education
- Western Connecticut State University
Bachelor of Science (Law)
Michael Perri Skills
- Aggressive Marketing
- Client Prospecting
- Compliance Management
- Customer Relationship Management (CRM)
- Driving Results
- Estate Planning
- Family Wealth Management
- FinTech
- Financial Markets
- Fraud Prevention
- High-Net-Worth Insurance
- Key Client Relationships
- Leveraging Strategic Partnerships
- Manage client expectations
- Media Psychology
- Money Guide Pro
- Negotiation
- New Business Opportunities
- New Client Acquisitions
- New Customer Acquisitions
- Portfolio Management
- Private Wealth Management
- Program Management
- Retirement Planning
- Securities License
- Strategic Growth
- Strategic Partner Relations
- Tactical Solutions
- Time Management
- Wealth Management Services
- emoney
Michael Perri Summary
- Michael Perri, based in New York, NY, US, is currently a Financial Advisor at Thrive Financial Services. Michael Perri brings experience from previous roles at Equitable Advisors, BHG Financial, AMERICAN STRATEGIC ADVISORS and TD Ameritrade. Michael Perri holds a Bachelor of Science in Law @ Western Connecticut State University. With a robust skill set that includes Aggressive Marketing, Client Prospecting, Compliance Management, Customer Relationship Management (CRM), Driving Results and more. Michael Perri has 2 emails and 1 mobile phone numbers on RocketReach.
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