Stephen Perl Email & Phone Number
SVP, Senior Wealth Advisor @ Calamos Wealth Management
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Stephen Perl Location
- New York, NY, US
Stephen Perl Work
- SVP, Senior Wealth Advisor @ (September 2008 - Present)
- VP Business Development @ (August 2006 - May 2008)
- VP Business Development @ (November 1997 - August 2006)
- VP Business Dev @ (January 1993 - January 1997)
- Businesss Development @ INFORMATION SOFTWARE (February 1992 - May 1993)
- Business Development @ (May 1986 - April 1992)
Stephen Perl Education
- University of Vermont
B.S. (B.S., Business Administration)
1982-1986 - The Loomis Chaffee School 1978-1982
- Norfeldt 1970-1975
Stephen Perl Skills
- CIMA
- Series 65
- Series 63
- Series 7
- Mutual Funds
- Investment Advisory
- Wealth Management
- Asset Management
- Portfolio Management
- Investments
- Financial Services
- Alternative Investments
- Sales Management
- Sales
- Project Management
- Strategic Planning
- Marketing
Stephen Perl Summary
- Stephen Perl, based in New York, NY, US, is currently a SVP, Senior Wealth Advisor at Calamos Wealth Management. Stephen Perl brings experience from previous roles at Fidelity Family Office Services, Fidelity Investments, Checkfree -APL and INFORMATION SOFTWARE. Stephen Perl holds a 1982 - 1986 B.S. in B.S., Business Administration @ University of Vermont. With a robust skill set that includes CIMA, Series 65, Series 63, Series 7, Mutual Funds and more. Stephen Perl has 2 emails and 1 mobile phone numbers on RocketReach.
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