Perry Green Email & Phone Number
Partner, Chief Planning Officer @ Coastal Bridge Advisors
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Perry Green Location
- Memphis, TN, US
Perry Green Work
- 2026 -now Partner, Chief Planning Officer @
- 2018 -2026 CFO and Senior Wealth Strategist @
- 2001 -2018 Senior Vice President, Wealth Strategies @
- 1995 -2001 Tax Manager @ Rhea & Ivy
- 1993 -1995 Tax Senior @
Perry Green Education
- University of Mississippi
Masters (Accountancy - Taxation)
1991-1993 - University of Memphis
BBA (Accounting)
1986-1990
Perry Green Skills
- Asset Managment
- Strategic Financial Planning
- Accounting
- Risk Management
- Wealth Management
- Investments
- Estate Planning
- Strategic Financial
Perry Green Summary
- Perry Green, based in Memphis, TN, US, is currently a Partner, Chief Planning Officer at Coastal Bridge Advisors. Perry Green brings experience from previous roles at Waddell & Associates, Rhea & Ivy and Ernst & Young. Perry Green holds a 1991 - 1993 Masters in Accountancy - Taxation @ University of Mississippi. With a robust skill set that includes Asset Managment, Strategic Financial Planning, Accounting, Risk Management, Wealth Management and more. Perry Green has 2 emails and 1 mobile phone numbers on RocketReach.
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Top Coastal Bridge Advisors Employees
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