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Cima Stephen Perl

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Cima Stephen Perl

SVP, Senior Wealth Advisor | Calamos Investments

United States

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Cima Stephen Perl

Summary

Stephen Perl is a seasoned professional in the monetary authorities sector, currently serving as a VP and Senior Wealth Advisor at Calamos Investments in New York. With a focus on wealth management, he brings a wealth of experience in advising clients on investment strategies. His role at a prominent financial institution highlights his expertise in navigating complex financial landscapes. While specific details about his educational background are not provided, his current position suggests a strong foundation in finance and investment principles. Stephen is likely to be well-versed in market trends and client relationship management. His professional journey reflects a commitment to excellence in the financial services industry, making him a valuable asset to his organization and clients alike. Additionally, his role in a central bank-related industry indicates a deep understanding of economic policies and their impacts on wealth management.

General

Specialist

Technical Background

Leadership Experience

Long-Term Tenure

Professional interests

Industry-specific interests

Emerging Technologies

Organisational experience

Corporate Experience

Cima Stephen Perl

Work Experience

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SVP, Senior Wealth Advisor at

Calamos Investments

September 2008 - Present

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Vp, Senior Investment Advisor at

Calamos Wealth Management

September 2008 - Present

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Vp Business Development at

Fidelity Family Office Services

August 2006 - May 2008

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VP Business Development at

Fidelity Investments

August 2006 - May 2008

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Vp Sales at

Fidelity Institutional Wealth Services

November 1997 - August 2006

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VP Business Development at

Fidelity Investments

November 1997 - August 2006

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Vp Sales at

Checkfree Apl

January 1993 - January 1997

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VP Business Dev at

Fiserv, Inc.

January 1993 - January 1997

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Businesss Development at

Information Software

February 1992 - May 1993

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Businesss Development at

INFORMATION SOFTWARE LIMITED

February 1992 - May 1993

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Business Development at

visonic limited

May 1986 - April 1992

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Business Development at

Visonic

May 1986 - April 1992

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VP, Senior Wealth Advisor at

Calamos Investments

Present

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Cima Stephen Perl

Education

University of Vermont, B.S.

January 1982 - January 1986

Loomis Chaffee

January 1978 - January 1982

The Loomis Chaffee School

January 1978 - January 1982

Norfeldt

January 1970 - January 1975

Frequently Asked Questions about Cima Stephen Perl

What is Cima Stephen Perl email address?

Cima Stephen Perl's primary email address is *****@calamos.com. To view the full verified email and additional contact details, sign up for free with Muraena.

What company does Cima Stephen Perl work for?

Cima Stephen Perl is a SVP, Senior Wealth Advisor at Calamos Investments, a company specializing in Functions related to depository banking.

Where Cima Stephen Perl graduated from?

Cima Stephen Perl holds a degree in Business Administration from University of Vermont.

How can I directly contact Cima Stephen Perl?

To contact Cima Stephen Perl directly, you can use the email address *****@calamos.com. Complete contact information is available upon registration with Muraena.

Who is Cima Stephen Perl?

Stephen Perl is a seasoned professional in the monetary authorities sector, currently serving as a VP and Senior Wealth Advisor at Calamos Investments in New York. With a focus on wealth management, he brings a wealth of experience in advising clients on investment strategies. His role at a prominent financial institution highlights his expertise in navigating complex financial landscapes. While specific details about his educational background are not provided, his current position suggests a strong foundation in finance and investment principles. Stephen is likely to be well-versed in market trends and client relationship management. His professional journey reflects a commitment to excellence in the financial services industry, making him a valuable asset to his organization and clients alike. Additionally, his role in a central bank-related industry indicates a deep understanding of economic policies and their impacts on wealth management.

Cima`s contact details

mail

*****@calamos.com

*****@visonic.com

************@gci.net

************@fiserv.com

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