Dexter V. Perry, CFP®, CLTC®

Experience

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  First Union National Bank

  Jun 1991 - Mar 1997

  Assistant Vice President / Retail Banking Officer

  Served as branch manager and retail investment representative supervising a team of 8 staff members in the Cary-Main retail services center serving over 3,000 bank clients with branch assets totaling over $50 million dollars. Recruited, trained, evaluated and developed staff. Conducted annual performance evaluations and made hiring and firing decisions. Processed consumer loan credit decisions and served as the branch's key officer for signing corporate documents on behalf of the bank. Served as chairman of the CRA (Community Reinvestment Act) Committee for Wake County 1995 - 1996 and member of the First Union National Bank Corporate Diversity Committee 1996 - 1997 Show less

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  Carlton Ridge Associates, Inc.

  Apr 1998 - Dec 2002

  President / Investment Advisor Representative

  Independently developed a client base of socially active investors aimed at bringing liquidity to the church bond market. Provided investment advice to religious and non-profit organizations on the merits and risk of implementing a local placement of first mortgage debt securities. Assisted in the development of a $250 million dollar real estate investment trust fund targeting short to intermediate term church bond securities for the benefit of the Assemblies of God Ministries Pension Plan.

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  GENERAL BAPTIST CONVENTION OF NORTH CAROLINA FOUNDATION INC

  Jan 2001 - Jan 2018

  Acting Executive Director

  Responsible for overseeing the current endowment for the Foundation and for compliance reporting activities to the Board of Directors and other governing authorities. Work closely with 2,200 denominational clergy and 1,600 member churches across the state of North Carolina regarding local endowment development, employee benefits and pastor retirement plans.General Baptist State Convention Affordable Housing Ministry Award, 2005General Baptist State Convention Special Housing Ministry Award, 2002 Show less

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  The Providence Group of North Carolina, LLC

  Aug 2001 - now

  Managing Member / Insurance Producer / Life, Disability, Annuities
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  Apex School of Theology

  Jan 2004 - Dec 2010

  Trustee and Adjunct Professor

  Responsible for teaching and developing course material related to church administration for all seminary students. This is a biennial course requirement of the accredited TRACS program for students seeking their Bachelors in Theology, Associates Degree in Christian Education, Masters in Christian Education, Masters in Divinity and Doctor of Ministry Degrees.

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  North Carolina Department of State Treasurer

  Aug 2007 - Jun 2012

  Member Board Of Trustees

  Trustee for the State of North Carolina Supplemental Retirement Plan appointed by the North Carolina General Assembly for three consecutive terms on the recommendation of the President Pro-Tempore of the Senate to serve as one of nine trustees governing plan operations for over 280,000 public employees and retirees with assets over $6 billion dollars. Direct working relationship and frequent high-level contact with senior political officer and department head; North Carolina State Treasurer Janet Cowell. Fiduciary duty includes quarterly review of plan investment options, investment performance, money manager selection, investment consultant selection, plan auditors and third party administrators. Served as chair of the investment subcommittee for two terms and chair of the audit subcommittee for one term. Show less

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  FPA of the Triangle

  Jan 2011 - Dec 2012

  President / Board Chairman / Director

  Elected by the board of directors to serve a one-year term as president for the local professional trade association of Certified Financial Planners™. Responsible for all local chapter activities and pro-bono outreach programs offered to the public to encourage sound financial behaviors and increase fiscal literacy among individual consumers in the marketplace. Facilitated local company employee workshops for displaced employees. Oversaw the “90-Day Buddy” mentor program for newly credentialed CFP® certificants. Show less

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  John Rex Endowment

  Jan 2014 - Jan 2017

  Director

  The John Rex Endowment was formed in 2000, the result of the purchase of Rex Healthcare by the University of North Carolina Health Care System, the foundation was charged with advancing the original vision of Raleigh businessman and philanthropist John Rex. His desire was simple, yet broad: to support the well-being of area residents; specifically that of supporting the health and well-being of underserved children living in Wake County, North Carolina. I served on the Finance & Audit Committee which governed the endowment's $75 million dollar investment portfolio and responsible for overseeing the preparation of the organization's budgets, financial statements, and tax reporting obligations. Show less

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  M&F Bank NC

  Jan 2018 - Jun 2021

  Bank Director

  M&F Bancorp, Inc. is a bank holding company, and the parent company of Mechanics and Farmers Bank, a state chartered commercial bank incorporated in North Carolina in 1907, which began operations in 1908. The Bank has seven branches in NC: two in Durham, two in Raleigh, and one each in Charlotte, Greensboro and Winston-Salem. The Company, headquartered in Durham, operates as a single business segment and offers a wide variety of consumer and commercial banking services and products almost exclusively in NC. As a member of the Board of Directors, the board oversees the bank's general risk management strategy and ensures that risks undertaken are consistent with the board's established risk tolerance. I am a member of the Audit & Risk, Technology and ALCO committees. Show less

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  GRAND BOULÉ OF THE SIGMA PI PHI FRATERNITY

  Jan 2018 - Jan 2021

  Grand Finance Committee Member

  The Grand Finance Committee is responsible for overseeing the preparation of the fraternity’s budgets and financial statements, overseeing the administration, collection, and disbursement of the fraternity’s financial resources, and advising the Grand Boulé Executive Committee (EC) with respect to the making of significant financial decisions. This responsibility is carried out in collaboration with the Grand Grammateus Executive Secretary who has the responsibility for preparing, managing and operating the fraternity’s resources within the EC approved budget. Fraternity member since 2006. Show less

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  Asheville

  Jul 2020 - now

  Member Board Of Trustees

  Established in 1900, Asheville School has served as a college preparatory school for boarding and day students from throughout the United States and Internationally. As a member of the board of trustees for Asheville School, I serve on the Finance, Investment & Audit Committees which have oversight on the school's $75 million dollar endowment and oversees the preparation of the organization's budgets, financial statements, and tax reporting obligations.

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  First Bank (FBNC)

  Jul 2021 - now

  Bank Director

  First Bancorp is the holding company for First Bank and is headquartered in Southern Pines, North Carolina, with total assets of approximately $12 billion. Its principal activity is the ownership and operation of First Bank, a state-chartered community bank that operates 118 bank branches in North Carolina and South Carolina. Since 1935, First Bank has taken a tailored approach to banking, combining best-in-class financial solutions, helpful local expertise, and technology to manage a home or business. First Bancorp’s common stock is traded on the NASDAQ Global Select Market under the symbol “FBNC." Show less