Todd Perry's Location
Brighton, MI, US
Todd Perry's Work
- Private Weath Advisor @ Executive Wealth Management
- Senior Financial Planner @ Vintage Financial Services, LLC
- Logistics Coordinator @ Vector Logistics & Supply Chain Management
Todd Perry's Education
- Yale School of Management
Certified Private Wealth Advisor (sm) Program (Wealth Management Theory & Practice)
2018 - 2018 - Investments & Wealth Institute
Retirement Management Advisor
2022 - 2022 - University of Pennsylvania
(Certified Investment Management Analyst (sm) Program)
2009 - 2009
- College for Financial Planning
(CERTIFIED FINANCIAL PLANNER® Certification Program)
2005 - 2007 - Central Michigan University
BSBA (General Management & Supply Chain)
1999 - 2003 - Flint Powers Catholic
High School
1996 - 1999
Todd Perry's Skills
- Tax Preparation
- Risk Management
- Event Planning
- Personal Finance
- Strategic Financial Planning
- Retirement Planning
- Investments
- Investment Advisory
- Asset Management
- Financial Planning
Todd Perry's Summary
Todd Perry, based in Brighton, MI, US, is currently a Private Weath Advisor at Executive Wealth Management, bringing experience from previous roles at Vintage Financial Services, LLC and Vector Logistics & Supply Chain Management. Todd Perry holds a 2018 - 2018 Certified Private Wealth Advisor (sm) Program in Wealth Management Theory & Practice @ Yale School of Management. With a robust skill set that includes Tax Preparation, Risk Management, Event Planning, Personal Finance, Strategic Financial Planning and more, Todd Perry contributes valuable insights to the industry. Todd Perry has 2 emails and 1 mobile phone number on RocketReach.
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