Trevor Perry
Director, Distribution (Southeast) @ iM Global Partner
- Role
- Director, Distribution (Southeast) at Im Global Partner
- Location
- Boca Raton, FL, US
- LinkedIn followers
- 500 followers
About Trevor Perry
Extensive client-facing experience communicating and articulating investment solutions across a wide variety of investor types, asset classes and vehicle structures- 16 years of Industry Experience with extensive knowledge, experience and expertise in ETFs - Over 11 years managing a territory with a large and extensive network consisting of the top Investment Advisors and Financial Professionals in the Southeast- Proven success across multiple channels of advisors (RIAs, Independents and Wirehouse advisors) and investment vehicles (ETFs, MFs, Alternatives and Private offerings)- Rare, diverse and wide-knowledge base with a large network of clients cultivated in the territory across multiple investment vehicles
Experience
Director, Distribution (Southeast)
Jul 2022 — Present · Boca Raton, FL, US
Education
University of South Florida
B.S
2001 — 2005
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