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 - December 2004)
- District Manager @ (January 1987 - December 1998)
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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