Perry Kalmeta

Senior Financial Recruiter @Savvy Wealth

Portland, OR, US

My primary responsibility is to identify, source, and nurture financial advisors, wealth managers and firms with transferrable books of business through prospecting, lead qualification, and effective reporting. • Conduct proactive outbound prospecting to identify and engage potential financial advisors• Research and analyze target companies and industries to understand their needs and challenges• Initiate contact with financial advisors through cold calls, emails, and social media outreach• Qualify leads by conducting effective discovery conversations to uncover their pain points and requirements• Maintain accurate and up-to-date records of lead interactions and account information in our CRM system• Stay up-to-date on industry trends, best practices, and competitive talent landscapes• Assist in the development and implementation of recruiting strategies and initiatives • Sourced over $200m in signed AUM in first year

Vanguard University of Southern California

Bachelor of Arts

University of Southern California

Master of Science - MS