Who is Bret Perry? Overview
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Quick answer
Bret Perry is listed as Director at Sunwealth, based in New York, New York, United States. AeroLeads shows a work email signal at whelanadvisoryllc.com and a matched LinkedIn profile for Bret Perry.
Bret Perry previously worked as Member at Climate Vine and Managing Director at Whelan Advisory Capital Markets. Bret Perry holds B.A., Economics from Cornell University.
Company email context
Email format at Sunwealth
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{first_initial}{last}@whelanadvisoryllc.com
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AeroLeads found 1 current-domain work email signal for Bret Perry. Compare company email patterns before reaching out.
Profile bio
About Bret Perry
Bret Perry is a Director at Sunwealth. He possess expertise in investment banking, capital markets, strategy, financial modeling, valuation and 6 more skills. He is proficient in Spanish.
Listed skills include Investment Banking, Capital Markets, Strategy, Financial Modeling, and 7 others.
Current workplace
Bret Perry's current company
Company context helps verify the profile and gives searchers a useful next step.
5 roles · 18 years
Bret Perry work experience
A career timeline built from the work history available for this profile.
Member
Current
Nov 2024 - Present
Managing Director
2021 - 2022
~1 yr
2017 - 2020
~3 yrs
2008 - 2017
~9 yrs
1 education record
Bret Perry education
FAQ
Frequently asked questions about Bret Perry
Quick answers generated from the profile data available on this page.
What company does Bret Perry work for?
Bret Perry works for Sunwealth.
What is Bret Perry's role at Sunwealth?
Bret Perry is listed as Director at Sunwealth.
What is Bret Perry's email address?
AeroLeads has found 1 work email signal at @whelanadvisoryllc.com for Bret Perry at Sunwealth.
Where is Bret Perry based?
Bret Perry is based in New York, New York, United States while working with Sunwealth.
What companies has Bret Perry worked for?
Bret Perry has worked for Sunwealth, Climate Vine, Whelan Advisory Capital Markets, Pjt Partners, and J.P. Morgan.
How can I contact Bret Perry?
You can use AeroLeads to view verified contact signals for Bret Perry at Sunwealth, including work email, phone, and LinkedIn data when available.
What schools did Bret Perry attend?
Bret Perry holds B.A., Economics from Cornell University.
What skills is Bret Perry known for?
Bret Perry is listed with skills including Investment Banking, Capital Markets, Strategy, Financial Modeling, Valuation, Finance, Equities, and Corporate Finance.
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