Brad Perry
Vice President - Financial Consultant at Charles Schwab
- Role
- Vice President - Financial Consultant at Charles Schwab
- Location
- Dallas-Fort Worth, TX, US
- LinkedIn followers
- 500 followers
About Brad Perry
With over 30 years of experience in financial services, I bring deep expertise and…
Experience
Vice President - Financial Consultant
Mar 2014 — Present · Dallas-Fort Worth, TX, US
Business development, financial planning, relationship management and implementation of complex solutions tailored to clients needs.
Education
University of Nebraska at Omaha
BSBA, Finance
1993 — 1995
Milford High School
Freshman & Sophomore Years, General Studies
1986 — 1988
Westside High School
1990, Diploma
1988 — 1990
University of Nebraska-Lincoln
Biology Pre-Med / Business
1990 — 1993
Skills
- Financial Planning
- Wealth Management Services
- Income Planning
- Personal Finance
- Investment Strategies
- Portfolio Management
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