Adam Perry
Regional Sales Executive at APEX Analytix, LLC
- Role
- Regional Sales Executive at apexanalytix
- Location
- Raleigh-Durham-Chapel Hill, NC, US
- LinkedIn followers
- 500 followers
Sales & Business DevelopmentView LinkedIn profile
Experience
Regional Sales Executive
Dec 2019 — Present
Education
Campbell University, Lundy-Fetterman School of Business
Master's Degree, Trust & Wealth Management
United States Air Force Academy
Bachelor of Science
Skills
- Retirement Planning
- Change Management
- Team Leadership
- Risk Management
- Trust Management
- Talent Acquisition
- Leadership
- Process Improvement
- Portfolio Management
- Military
- Training
- Program Management
- Financial Planning
- Estate Planning
- Charitable Trusts
- Wealth Management
- Team Building
- Management
- Security Clearance
- Income Tax
- Strategic Planning
- Project Management
- Operations Management
- Interviews
- Leadership Development
- Relationship Management
- Recruiting
- Estate & Gift Taxation
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