Perry Dufresne
Partner / Managing Director
- Role
- Partner Managing Director at Creative Planning
- Location
- Phoenix, AZ, US
- LinkedIn followers
- 500 followers
General Business & ManagementView LinkedIn profile
Experience
Partner Managing Director
Mar 2025 — Present
Education
Kansas State University
Bachelor of Science , Personal Financial Planning
Skills
- Equities
- Management
- Commodity Markets
- Fx Trading
- Entrepreneurship
- Customer Service
- Investment Advisory
- Long-Term Care
- Online Marketing
- Financial Markets
- Hedge Funds
- Investments
- Term Life Insurance
- Leadership
- Mutual Funds
- Life Insurance
- Fixed Income
- Day Trading
- Bloomberg
- Strategic Planning
- Small Business
- Currency Futures
- Securities
- Public Speaking
- Sales
- Portfolio Management
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