Perry Adams
Senior Vice President - Wealth Director at West Shore Bank
- Role
- Senior Vice President - Wealth Director at West Shore Bank
- Location
- Traverse City, MI, US
- LinkedIn followers
- 500 followers
Finance & AccountingView LinkedIn profile
About Perry Adams
Over twenty-five years of investment management buy-side experience working with…
Experience
Senior Vice President - Wealth Director
Mar 2021 — Present
Education
Walsh College
Master of Science
Skills
- Credit
- Financial Analysis
- Investments
- Commercial Banking
- Equities
- Banking
- Mutual Funds
- Risk Management
- Management
- Small Business Lending
- Strategic Planning
- Portfolio Management
- Loans
- Commercial Lending
- Finance
- Customer Service
- Fixed Income
- Wealth Management
- Credit Analysis
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