Perry Walter Email & Phone Number

Director of Fiduciary Services @ SCJ Fiduciary Services

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Perry Walter Location

Atlanta, GA, US

Perry Walter Work

2021 - now Director of Fiduciary Services @ SCJ Fiduciary Services
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2023 - now Director, ESOP Transactions @ SCJ Fiduciary Services
2021 - 2021 Independent ESOP Consultant and Financial Services Professional @ undefined

2021 - 2021 Associate Vice President @ Prudent Fiduciary Services, LLC
2018 - 2020 Senior Vice President and Private Wealth Advisor @ Capital Group Private Client Services
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2009 - 2018 Managing Director @ HDH Advisors LLC
2007 - 2009 Senior Consultant - Finance and Valuation @ inCode Telecom
2005 - 2006 Owner @ Digital Media Investigations
2001 - 2005 Partner @ Valiant Ventures
1996 - 2001 Senior Vice President @ The Robinson Humphrey Company

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Perry Walter Education

University of Virginia
University of North Carolina at Chapel Hill

Perry Walter Skills

Business Development
Financial Planning
Estate Planning

Financial Services
Due Diligence
Financial Analysis
Analytical Skills
Wealth Management
Investment Strategies
Private Equity

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Perry Walter Summary

Perry Walter, based in Atlanta, GA, US, is currently a Director of Fiduciary Services at SCJ Fiduciary Services. Perry Walter brings experience from previous roles at SCJ Fiduciary Services, undefined, Prudent Fiduciary Services, LLC and Capital Group Private Client Services. 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 1 mobile phone numbers on RocketReach.

Perry Walter Emails

Found 3 emails

Perry Walter Phone Numbers

Found 6 phone numbers

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