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Mike Perry

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Mike Perry

President | Keel Point

Richmond, Virginia, United States

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Mike Perry

Summary

Mike Perry is a seasoned leader in the financial services industry with over 35 years of experience. As the President of Keel Point Advisors, he is dedicated to empowering a team of registered investment advisors to deliver exceptional client service through personalized wealth planning. His extensive background includes significant roles in business development, sales management, and strategic planning across various financial institutions. Mike is passionate about fostering a collaborative culture that encourages creativity and innovation among advisors. He has successfully led large teams and managed substantial budgets, demonstrating his ability to drive business growth. Outside of work, Mike enjoys golf and cherishes time spent with his children and 13 grandchildren, reflecting his commitment to family values.

General

Specialist

Leadership Experience

Long-Term Tenure

Professional interests

Leadership Development

Sustainability

Innovation

Organisational experience

Corporate Experience

Mike Perry

Work Experience

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President at

Keel Point

September 2014 - Present

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Chief Business Development Officer at

Williams Financial Group

July 2009 - September 2014

💼

EVP & National Sales Manager at

Aig Retirement

May 2004 - June 2008

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Regional Director at

Corebridge Financial

January 1999 - January 2004

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District Manager at

Corebridge Financial

January 1987 - January 1998

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Mike Perry

Education

James Madison University, B.S.

January 1975 - January 1979

FIrst Colonial High School

Frequently Asked Questions about Mike Perry

What is Mike Perry email address?

Mike Perry's primary email address is ******@keelpoint.com. To view the full verified email and additional contact details, sign up for free with Muraena.

What company does Mike Perry work for?

Mike Perry is a President at Keel Point, a company specializing in Monetary Authorities-Central Bank.

Where Mike Perry graduated from?

Mike Perry holds a degree in Political Science And Public Administration from James Madison University.

How can I directly contact Mike Perry?

To contact Mike Perry directly, you can use the email address ******@keelpoint.com. Complete contact information is available upon registration with Muraena.

Who is Mike Perry?

Mike Perry is a seasoned leader in the financial services industry with over 35 years of experience. As the President of Keel Point Advisors, he is dedicated to empowering a team of registered investment advisors to deliver exceptional client service through personalized wealth planning. His extensive background includes significant roles in business development, sales management, and strategic planning across various financial institutions. Mike is passionate about fostering a collaborative culture that encourages creativity and innovation among advisors. He has successfully led large teams and managed substantial budgets, demonstrating his ability to drive business growth. Outside of work, Mike enjoys golf and cherishes time spent with his children and 13 grandchildren, reflecting his commitment to family values.

Mike`s contact details

mail

******@keelpoint.com

Colleagues

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Steve South

Senior Advisor to the President

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Steven Skancke

Chief Economic Advisor

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Michael Bates

Chief Operating Officer, Chief Compliance Officer, General Counsel & Leadership Team Member

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Cfp Joseph Moore

Chief Wealth Officer

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David Parks

Founder and Executive Chairman

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Joe Agee

Chief Business Development Officer

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Jason Blount

Chief Financial Officer

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