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
- 2008 -now SVP, Senior Wealth Advisor @
- 2006 -2008 VP Business Development @
- 1997 -2006 VP Business Development @
- 1993 -1997 VP Business Dev @
- 1992 -1993 Businesss Development @ INFORMATION SOFTWARE
- 1986 -1992 Business Development @
Stephen Perl Education
- University of Vermont
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, Checkfree -APL and INFORMATION SOFTWARE. Stephen Perl holds a 1982 - 1986 B.S. in 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 on RocketReach.
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Top Calamos Wealth Management Employees
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Dimitar Tanchev
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Nicholas Korompilas
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Tony Oommen
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Stephen Rossi
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Marc Ordona
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Arijan Arslani
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Sarah Hoffmann
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