Stef Perry
Wealth Advisor at F.N.B. Corporation
- Role
- Wealth Advisor at F.N.B. Corporation
- Location
- Chapel Hill, NC, US
- LinkedIn followers
- 500 followers
About Stef Perry
Wealth Management Client Advisor with extensive experience with business development, client acquisition and relationship management. Driven, results oriented finance professional with proven success in new business revenue and client retention of high net worth clients. Superior communication, productivity, organizational and time management skills; excels within team environments. Stef Perry has 20 years experience in Team Coaching/Collaboration, Client Relationship Management, Portfolio Management, Business Relationship Management, Financial Planning, Trust Services, Retirement Strategies and Investments. Strong new business development professional with a Bachelor of Science (BS) focused in Psychology and Business from Campbell University.
Experience
Wealth Advisor
Nov 2020 — Present · Raleigh, NC, US
Education
Campbell University
Bachelor of Science (BS), Psychology, Business
Find verified contacts for anyone on LinkedIn
Unifers gives sales teams verified emails and direct dials, enriched profiles, and outreach that lands in the inbox.
Free plan included · No credit card required
This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.