Mike Perry Email & Phone Number
President @ Keel Point
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Mike Perry Location
- Richmond, VA, US
Mike Perry Work
- President @ (September 2014 - Present)
- Chief Business Development Officer @ Williams Financial Group (July 2009 - September 2014)
- EVP and National Sales Manager @ AIG Retirement (May 2004 - June 2008)
- Regional Director @ (January 1999 - January 2004)
- District Manager @ (January 1987 - January 1998)
Mike Perry Education
- James Madison University
B.S. (Political Science and Public Administration)
1975-1979 - First Colonial High School
Mike Perry Skills
- 401k
- Budgets
- Business Development
- Coaching
- Financial Advisory
- Financial Planning
- Financial Services
- Fixed Annuities
- IRAs
- Insurance
- Investments
- Leadership
- Life Insurance
- Long-term Care
- Management
- Marketing
- Mergers & Acquisitions
- Negotiation
- Retirement
- Retirement Planning
- Sales
- Series 63
- Series 7
- Small Business
- Strategic Financial Planning
- Strategy
- Training
- Wealth Management
- 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 401k, Budgets, Business Development, Coaching, Financial Advisory and more. Mike Perry has 2 emails on RocketReach.
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Top Keel Point Employees
Jason Blount
Chief Financial Officer
Owens Cross Roads, AL, US
Joseph Moore
Chief Wealth Officer
Arlington, VA, US
Mike Perry
President
Richmond, VA, US
Kyle Findlay
Senior Wealth Advisor
Huntsville, AL, US
Drew Chapman
Wealth Advisor
Huntsville, AL, US
Tony Benson
Senior Portfolio Manager
Alexandria, VA, US
McCauley Pendergrast
Portfolio Manager
Huntsville, AL, US
David Austin
FAMILY ADVISOR
Portland, OR, US
Steve South
Senior Advisor to the President
Monument, CO, US
Amanda Ahmed
Chief Operating Officer
Huntsville, AL, US
Gisle Sorli
Family Wealth Director
Vienna, VA, US
Tim Doozan
Senior Wealth Advisor
Purcellville, VA, US
Vanessa Kraus
Family Wealth Director
Washington, DC, US
Lyle Minton
Chief Investment Officer
Huntsville, AL, US
Lyle Minton
Chief Investment Officer
Huntsville, AL, US
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