Mike Perry Email & Phone Number
President @ Keel Point
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Mike Perry Location
- Richmond, VA, US
Mike Perry Work
- 2014 -now President @
- 2009 -2014 Chief Business Development Officer @ Williams Financial Group
- 2004 -2008 EVP and National Sales Manager @ AIG Retirement
- 1999 -2004 Regional Director @
- 1987 -1998 District Manager @
Mike Perry Education
- James Madison University
B.S. (Political Science and Public Administration)
1975-1979 - First Colonial High School
Mike Perry Skills
- Series 7
- Series 63
- Investments
- Retirement Planning
- Wealth Management
- Leadership
- Business Development
- Strategy
- Sales
- 401k
- Management
- Financial Services
- Marketing
- Negotiation
- Retirement
- Training
- Mergers & Acquisitions
- Budgets
- Insurance
- Coaching
- Strategic Financial Planning
- Fixed Annuities
- Long-term Care
- Small Business
- Financial Advisory
- IRAs
- Life Insurance
- Financial Planning
- Long Term Care
- Mergers and Acquisitions
- Services
Mike Perry Summary
- Mike Perry, based in Richmond, VA, US, is currently a President at Keel Point Advisors. Mike Perry brings experience from previous roles at Williams Financial Group, AIG Retirement and AIG VALIC. Mike Perry holds a 1975 - 1979 B.S. in Political Science and Public Administration @ James Madison University. With a robust skill set that includes Series 7, Series 63, Investments, Retirement Planning, Wealth Management and more. Mike Perry has 2 emails on RocketReach.
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Top Keel Point Employees
Joseph Moore
Chief Wealth Officer
Arlington, VA, US
Mike Perry
President
Richmond, VA, US
Kyle Findlay
Senior Wealth Advisor
Huntsville, AL, US
Tony Benson
Senior Portfolio Manager
Alexandria, VA, US
McCauley Pendergrast
Portfolio Manager
Huntsville, AL, US
Steve South
Senior Advisor to the President
Monument, CO, US
Amanda Ahmed
Chief Operating Officer
Huntsville, AL, US
Dan Smith
Wealth Advisor
Ashburn, VA, US
Tim Doozan
Senior Wealth Advisor
Purcellville, VA, US
Courtney Green
Senior Investment Operations Manager
Huntsville, AL, US
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