For over 18 years Brian K Perry has been working in different jobs. Recently, Brian K Perry worked as a Executive Vice President and Director of Research in Pure Financial Advisors, Inc. widening experience. This expert graduated from The Fletcher School at Tufts University in 2018 where this person received all the required knowledge and skills. This professional has all required skills and knowledge for his job, that is proven by the following certifications in Chartered Financial Analyst (Cfa), Series 7 & 63 Licensed, and Certified Financial Planner. You can find Brian in Novi, Michigan, where he lives nowadays. SoftwareOfficial has all the information you need to contact Brian K Perry, such as this person's phone or e-mail. Feel free to send us the request to get more data.
Name variants:
Bryan Perry,
Bryant Perry
Last updated Jul 05, 2024
Contact Information
Last Update
Jul 7, 2022
Email
bp**@yahoo.com
Location
Novi, MI
Company
Workplace
Executive Vice President and Director of Research
San Diego, CA
Industry
Financial Services, Investment Advisory Service
Colleagues
Work History
Executive Vice President and Director of Research
3131 Camino Del Rio north STE 1550, San Diego, CA 92108
from Jul 2017
Director of Income Solutions, Southern California
211 Main St, San Francisco, CA 94105
CHARLES SCHWAB San Diego, CA
Director of Income Solutions 2012 – Present
Analyze global financial markets and utilize knowledge to provide clients with customized solutions
Responsible f...
2012 — May 2017
Senior Fixed Income Analyst
UBS Weehawken, NJ
Senior Fixed Income Analyst 2011 – 2012
Responsible for portfolio construction and tactical asset allocation among fixed income sectors
Researched investment managers, ...
2011 — 2012
Portfolio Manager and Strategist
6225 Lusk Blvd, San Diego, CA 92121
CHANDLER ASSET MANAGEMENT San Diego, CA
Portfolio Manager & Strategist 2005-2011
Served as lead portfolio manager for the firm’s core and intermediate-term fixed income accounts as well a...
2005 — 2011
Fixed Income Trader
EARLIER EXPERIENCE New York, NY Fixed Income Trader 1998-2004
Managed $20 million proprietary trading book consisting of relative value and market directional positions
Generated $4 milli...
1998 — 2004
Education
2018 — 2018
2008 — 2009
2005 — 2006
2005 — 2006
1992 — 1996
Occupations
Executive
Executive Vice President
Chief Research Officer
Accountant
Finance and Accounting Specialist
Director
Partner
Vice President
Chief Executive
Accounting Bookkeeper
Bookkeeper
Operations Manager
Skills
Mathematics
Returns
Writing
Europe
Market
Foreign Currency
Stock Market
Sales
Community
Acting
Finance
Business Administration
Arbitrage
Synthesizing
Endeavour
Salary
Canadian
Benchmarking
Management
Revenue
Design
Science
Paradigms
Crowds
Accounting
Execution
Financials
Seminars
Profit
Portfolio Management
Certificates of Deposit
Asia
Asset Allocation
Strategy
Supervision
Sold
Strategies
Emerging Markets
Buying
Microsoft Excel
Risk Management
Supervisory
Bonuses
Trains and Add Rails
Research
Basics
Capital
Analysis
Financial Markets
Advertising Agency
Constraints
Fixed Income
Yahoo
Product Penetration
Joining
Debt
Dissemination
Discretion
Searching
Term Sheets
Marketing
Apparel
Nasdaq
Swap
Latin America
Corporate Development
Losses
Presentations
Retail Sales
Preserving
Pricing
Websites
Responsibility
Boom
Portfolio
Multi Tasking
History
63 Licenses
New York
Investments
Equities
Satellite
Stocks
Canada
Deadline
Series 7
Discount
Product Offerings
Financial Transactions
Risk
Trading
Mergers and Acquisitions
Traders
Securities
Conclusions
Selling
Dealers
FAQs about Brian K Perry
What is the profession of Brian K Perry?
This professional's job is Executive Vice President and Director of Research
What are the main profession of The professional?
These person's professions are Executive and Executive Vice President
Where does Brian K Perry currently live?
Novi, Michigan is the place where Brian K Perry lives
Does Brian K Perry have the email address?
bp**@yahoo.com is The expert's email address.
Where did Brian K Perry work?
This person worked at Pure Financial Advisors, Inc., Charles Schwab.
Where has Brian K Perry studied?
Brian studied at the Fletcher School at Tufts University from 2018 to 2018.
What are the certifications of Brian K Perry?
The professional received the following certifications: Chartered Financial Analyst (Cfa), Series 7 & 63 Licensed, Certified Financial Planner, and Cfa Institute.
What is professional industry that Brian K Perry worked in?
This professional works in Financial Services industry.