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Cima Stephen Perl
Cima Stephen Perl
SVP, Senior Wealth Advisor | Calamos Investments
United States
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.
Cima Stephen Perl
Work Experience
SVP, Senior Wealth Advisor at
Calamos Investments
September 2008 - Present
Vp, Senior Investment Advisor at
Calamos Wealth Management
September 2008 - Present
Vp Business Development at
Fidelity Family Office Services
August 2006 - May 2008
VP Business Development at
Fidelity Investments
August 2006 - May 2008
Vp Sales at
Fidelity Institutional Wealth Services
November 1997 - August 2006
VP Business Development at
Fidelity Investments
November 1997 - August 2006
Vp Sales at
Checkfree Apl
January 1993 - January 1997
VP Business Dev at
Fiserv, Inc.
January 1993 - January 1997
Businesss Development at
Information Software
February 1992 - May 1993
Businesss Development at
INFORMATION SOFTWARE LIMITED
February 1992 - May 1993
Business Development at
visonic limited
May 1986 - April 1992
Business Development at
Visonic
May 1986 - April 1992
VP, Senior Wealth Advisor at
Calamos Investments
Present
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
*****@calamos.com
*****@visonic.com
************@gci.net
************@fiserv.com
Colleagues
SVP, Senior Research Analyst
VP Senior Research Analyst
Vice President, Human Resources
SVP, Sr. Portfolio Specialist, Co-Head of Portfolio Specialists Group
VP, Senior Research Analyst, Healthcare
VP, Director of Product Research and Analytics
Managing Director
Vice President, Company and Investment Operations
VP, Senior Research Analyst
Vice President, ETF Marketing