Director of Fiduciary Services @ (November 2021 - Present)
Associate Vice President @ (February 2021 - August 2021)
Senior Vice President and Private Wealth Advisor @ (September 2018 - September 2020)
Managing Director @ HDH Advisors LLC (June 2009 - August 2018)
Senior Consultant - Finance and Valuation @ inCode Telecom (March 2007 - May 2009)
Owner @ Digital Media Investigations (January 2005 - November 2006)
Partner @ Valiant Ventures (March 2001 - January 2005)
Senior Vice President @ The Robinson Humphrey Company (January 1996 - March 2001)
Vice President, Analyst for Telecommunications and Contract Manufacturing @ Raymond James Financial (September 1993 - December 1995)
Perry Walter Education
University of Virginia
(B.A. Economics and Communications)
University of North Carolina at Chapel Hill
(Master of Business Administration - MBA, Finance)
Perry Walter Skills
Business Development
Financial Planning
Estate Planning
Financial Services
Due Diligence
Financial Analysis
Analytical Skills
Wealth Management
Investment Strategies
Private Equity
Finance
Investment Management
Investments
Financial Advisory
Investment Banking
Trusts
Strategy
Retirement Planning
Mergers & Acquisitions (M&A)
Asset Management
Alternative Investments
Consulting
Restructuring
Planning
Sports
Mergers
Executive Management
Corporate Finance
LBO
Valuation
Start Ups
Portfolio Management
Financial Modeling
Sourcing
Tax
Process Dev
Telecommunications
PR
Competitive Analysis
Merchandising
Business Dev
Strategic Planning
International Expansion
Licensing
Stock Solutions
Management Consulting
Equity Research
Business Planning
Strategic Financial Planning
Product
Forensic Accounting
Business Valuation
Fashion
Brand
Marketing
Entrepreneurship
Apparel
Brand Promotions
Footwear
Business Appraisal And Valuation
Acquisition Integration
Business Strategy
Management
M&A experience
Financial Reporting
Shareholder
Corporate Development
Supply Chain
Venture Capital
IPO
Capital
Mergers and Acquisitions
Services
Market Intel
Business Modeling
Etail Strategies
Brand Mngt
Divestitures
Securities
Analysis
Financial Structuring
Perry Walter Summary
Perry Walter, based in Atlanta, GA, US, is currently a Director, ESOP Transactions at SCJ Fiduciary Services. Perry Walter brings experience from previous roles at SCJ Fiduciary Services, Prudent Fiduciary Services, LLC, Capital Group Private Client Services and HDH Advisors LLC. Perry Walter holds a University of Virginia. With a robust skill set that includes Business Development, Financial Planning, Estate Planning, Financial Services, Due Diligence and more. Perry Walter has 3 emails and 2 mobile phone numbers on RocketReach.
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