Profiel
Theodore M.
Perry worked as a Managing Director at Charles Schwab & Co., Inc. from 2007 to 2010.
Prior to that, he was a Managing Director-Sales at NewRiver, Inc. from 2004 to 2006, and a Director-National Accounts at State Street Global Advisors, Inc. from 2000 to 2003.
From 1996 to 2000, he worked as a Manager-National Sales at Russell Fund Distributors, Inc. Perry's most recent job was as SVP-Investor Relations & Capital Markets at Plymouth Industrial REIT, Inc. Perry received his undergraduate degree from The University of North Carolina at Charlotte.
Eerdere bekende functies van Theodore M. Perry
Bedrijven | Functie | Einde |
---|---|---|
Charles Schwab & Co., Inc.
Charles Schwab & Co., Inc. Investment ManagersFinance Schwab Charles & Co., Inc. engages in the provision of investment products and services to retirement and other benefit participants. It offers trading, banking, small business solutions, investment tools and research. The company was founded in 1971 and is headquartered in San Francisco, CA. | Corporate Officer/Principal | 01-01-2010 |
NewRiver, Inc.
NewRiver, Inc. Miscellaneous Commercial ServicesCommercial Services NewRiver develops innovative technology solutions that help financial leaders simplify investor disclosure providing transparency and cost savings to the delivery of fund data and investor communications. Since 1995, the company has helped some of the world's leading financial organizations move from paper to electronic disclosure via an easy to use, cost-effective, managed service offering. NewRiver pioneered the first electronic prospectus, and is the only company to guarantee its data to be 'compliance grade' which allows customers to reduce risk, lower compliance costs and increase revenues. Through a patent-pending, automated process NewRiver efficiently monitors millions of data points from over 24,600 fund CUSIPs. Further, the company's unique 'paperless' approach improves the investor experience while offering a real alternative to the environmental impact of paper-only delivery. Relied on daily by over 100 leading financial services firms, and millions of investors, NewRiver is a trusted and growing solution provider facilitating the transition from paper-based mutual fund information, to electronic. | Verkoop & Marketing | 01-01-2006 |
State Street Global Advisors
State Street Global Advisors Investment ManagersFinance State Street Global Advisors (State Street Global Advisors) is a private equity subsidiary of State Street Corp. founded in 1978. The firm is headquartered in Boston, Massachusetts. | Corporate Officer/Principal | 01-01-2003 |
Russell Fund Distributors, Inc.
Russell Fund Distributors, Inc. Financial ConglomeratesFinance Part of Russell Investment Management LLC, Russell Fund Distributors, Inc. provides investment services. | Verkoop & Marketing | 01-01-2000 |
PLYMOUTH INDUSTRIAL REIT, INC. | Public Communications Contact | - |
Opleiding van Theodore M. Perry
The University of North Carolina at Charlotte | Undergraduate Degree |
Ervaring
Beklede functies
Actief
Inactief
Beursgenoteerde bedrijven
Bedrijven in privébezit
Connecties
Eerstegraads connecties
Bedrijven verbonden in de eerste graad
Man
Vrouw
Besturend
Uitvoerend
Verwante bedrijven
Beursgenoteerde bedrijven | 1 |
---|---|
PLYMOUTH INDUSTRIAL REIT, INC. | Finance |
Bedrijven in privébezit | 4 |
---|---|
Russell Fund Distributors, Inc.
Russell Fund Distributors, Inc. Financial ConglomeratesFinance Part of Russell Investment Management LLC, Russell Fund Distributors, Inc. provides investment services. | Finance |
Charles Schwab & Co., Inc.
Charles Schwab & Co., Inc. Investment ManagersFinance Schwab Charles & Co., Inc. engages in the provision of investment products and services to retirement and other benefit participants. It offers trading, banking, small business solutions, investment tools and research. The company was founded in 1971 and is headquartered in San Francisco, CA. | Finance |
NewRiver, Inc.
NewRiver, Inc. Miscellaneous Commercial ServicesCommercial Services NewRiver develops innovative technology solutions that help financial leaders simplify investor disclosure providing transparency and cost savings to the delivery of fund data and investor communications. Since 1995, the company has helped some of the world's leading financial organizations move from paper to electronic disclosure via an easy to use, cost-effective, managed service offering. NewRiver pioneered the first electronic prospectus, and is the only company to guarantee its data to be 'compliance grade' which allows customers to reduce risk, lower compliance costs and increase revenues. Through a patent-pending, automated process NewRiver efficiently monitors millions of data points from over 24,600 fund CUSIPs. Further, the company's unique 'paperless' approach improves the investor experience while offering a real alternative to the environmental impact of paper-only delivery. Relied on daily by over 100 leading financial services firms, and millions of investors, NewRiver is a trusted and growing solution provider facilitating the transition from paper-based mutual fund information, to electronic. | Commercial Services |
State Street Global Advisors
State Street Global Advisors Investment ManagersFinance State Street Global Advisors (State Street Global Advisors) is a private equity subsidiary of State Street Corp. founded in 1978. The firm is headquartered in Boston, Massachusetts. | Finance |