Mike Perna Email & Phone Number
Principal
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Mike Perna Location
- Freeport, ME, US
Mike Perna Work
- 2024 -now Principal @ Flying Point Advisors
- 2021 -2024 SVP of Finance @
- 2016 -2021 VP of Finance @
- 2015 -2016 Head of Finance and Business Development @
- 2013 -2015 Vice President, Private Wealth Relationship Manager @
- 2013 -2013 Field Instructor @
- 2010 -2013 Senior Financial Analyst @
- 2008 -2010 Financial Advisor @
- 2007 -2008 Fund Accountant @
- 2007 -2007 Field Promotions Specialist @
Mike Perna Education
- Boston University - School of Management
BSBA (Business Administration)
2002-2006
Mike Perna Skills
- Accounting
- Tax Preparation
- Investment Strategies
- Private Wealth Management
- Asset Allocation
- Investment Research
- Financial Analysis
- Portfolio Management
- Strategic Financial Planning
- Series 7
- Wealth Management Services
- Asset Management
- Mutual Funds
- Finance
- Investments
- Financial Planning
- Equities
- Management
- Wealth Management
- Financial Modeling
- Microsoft Excel
- Private Banking
- Marketing
- Research
- Hurricane
- Customer Service
- Sales
Mike Perna Summary
- Mike Perna, based in Freeport, ME, US, is currently a Principal at Flying Point Advisors. Mike Perna brings experience from previous roles at The Wanderlust Group, Ashton Instruments and Merrill Lynch. Mike Perna holds a 2002 - 2006 BSBA in Business Administration @ Boston University - School of Management. With a robust skill set that includes Accounting, Tax Preparation, Investment Strategies, Private Wealth Management, Asset Allocation and more. Mike Perna has 1 emails and 2 mobile phone numbers on RocketReach.
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