Thomas Perry
Regional Vice President (External Wholesaler) - Sammons Retirement Solutions - AZ, NV, NM, TX
- Role
- Regional Vice President at Sammons Retirement Solutions
- Location
- Phoenix, AZ, US
- LinkedIn followers
- 500 followers
About Thomas Perry
Accomplished sales professional, distribution & marketing expert, and capital markets strategist with over 18 years of experience in the financial services industry. Sophisticated, investment-savvy business professional focused on delivering measurable results and surpassing set goals within projected time frames. Recognized front-runner and effective self-starter focused on seeing initiatives through to completion. Effective relationship manager and networker, building trust and cultivating professional and personal connections to uncover business opportunities and increase production. Extensive knowledgebase of financial markets, investment vehicles, product analysis, and pairing unmet needs with appropriate solutions. Superior presentation and public speaking skills in one-on-one settings, office meetings and large conference events. High emotional intelligence and outstanding selling skills to bring deals across the finish line. • Project Management & Leadership • Product Strategy & Development • Multi-Channel Marketing • Cross-functional Team Leadership • Budget Management • Vendor Management • Distribution Strategy • Financial Market Knowledge • Business Development • Excellent Communication Skills: Oral & Written • Crises Management • Deep knowledge of private and public equity markets • First-hand experience with alternative investments • Extensive experience with investment products
Experience
Regional Vice President
Apr 2017 — Present · Phoenix, AZ, US
Az, nv, nm, tx
Education
University of Arizona, Eller College of Management
Master of Business Administration (MBA)
2011 — 2012
Michigan State University - The Eli Broad School of Business
Bachelor of Arts, Business Finance
1999 — 2003
Massachusetts Institute of Technology
Center for Real Estate
2014 — 2014
John Cabot University
Study Abroad, International Economics and International Marketing
2001 — 2001
University of Pennsylvania - The Wharton School
Certified Investment Management Analyst (CIMA)
2009 — 2009
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