Thomas Perry MBA, CIMA

Experience

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  Morgan Stanley

  May 2003 - Jan 2006

  Financial Advisor

  • Partnered with team of two senior Financial Advisors with total assets under management of $350 million• Responsible for increasing total assets under management by prospecting for, and earning, new businesso Brought in new assets at an annualized average rate of $20 million per year• Primary prospecting methods included cold calling (400+ dials/day), door-knocking (weekends), and hosting seminar events, speaking in front of groups ranging from 20-100+ people on topics focused on retirement and financial planning• Earned proprietary “Financial Planning Specialist” Certification, a promotion from standard “Financial Advisor” title Show less

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  J.P. Morgan

  Jan 2006 - Mar 2007

  Financial Advisor

  • Cultivated relationships with existing banking center clients through offering customized investment services and financial advice while developing relationships with existing book of business• Trained licensed Personal Bankers to effectively identify investment opportunities, perform defined profiling process, and sell select group of mutual funds• Collaborated with all client-facing banking personnel to identify potential investment prospects and refer them to me as a warm hand-off• Consistently met monthly production targetso Awarded membership into the Phoenix Metro CISC Million Dollar Club (>$1 million monthly production) Show less

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  MFS Investment Management

  Mar 2007 - Aug 2011

  Sales Desk Team Leader / Internal Wholesaler

  • Served as liaison between management and peers to promote an environment conducive to sales while sharing ideas amongst team members and tracking accountability of others’ sales and activity metricso Earned highest compensation level possible in defined role for consistently exceeding responsibilities• Drove territory sales in conjunction with External Wholesaler by cultivating new leads, prospecting for prospective business, and executing a defined closing process to ensure sales goals were exceededo Top performer of entire Western Division as measured by both sales and activities• Awarded peer-nominated “Team Leader” honor and also earned 1st place in numerous presentation competitions Show less

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  Cole Capital

  Sept 2011 - May 2016

  • Senior Director

    Jan 2013 - May 2016

  • Hybrid Wholesaler

    Sept 2011 - Dec 2012
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  Meeder Investment Management

  May 2016 - Apr 2017

  Regional Vice President
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  Sammons Retirement Solutions

  Apr 2017 - now

  Regional Vice President

  AZ, NV, NM, TX