Clay Perry Email and Phone Number
Clay Perry work email
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Clay Perry personal email
Clay Perry phone numbers
Commanding the helm of MAI Retirement at MAI Capital Management, my focus is on fostering a national platform that excels in retirement program execution for our corporate clients. With deep expertise in corporate benefit strategies and financial research, we're committed to innovative solutions that meet diverse client needs.The transition from building my own firm from the ground up, West Point Business Group, to my current leadership role has honed my ability to strategize and deliver comprehensive retirement plans for complex organizations. Our team's dedication to excellence ensures that the retirement strategies we devise are both forward-thinking and finely tuned to the ever-evolving financial landscape.
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Group Head | Managing Director | Mai RetirementMai Capital Management, Llc Oct 2022 - PresentCleveland, Ohio, Us
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Partner | Principal Securities Financial AdvisorMai Capital Management, Llc Jul 2007 - Sep 2022Cleveland, Ohio, UsInsurance products issued by Principal National Life Insurance Co. (except in NY), Principal Life Insurance Co., and the companies available through the Preferred Product Network, Inc. Securities and advisory products offered through Principal Securities, Inc., (800) 247-1737, Member SIPC. Principal National, Principal Life, the Preferred Product Network and Principal Securities are members of the Principal Financial Group®, Des Moines, IA 50392. Clay Perry, Principal National and Principal Life Financial Representative, Principal Securities Registered Representative and Financial Advisor. West Point Business Group is not an affiliate of any company of the Principal Financial Group.AIF® (Accredited Investment Fiduciary®) is an educational designation only, obtained by the holder by completing the requisite coursework. The AIF Designation does not mean the holder is acting in a fiduciary capacity.West Point Business group is not affiliated with Principal Securities Inc.
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Financial AdvisorPrincipal Financial Group Jul 2003 - Sep 2022Des Moines, Iowa, Us
Clay Perry Skills
Clay Perry Education Details
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United States Military Academy At West PointManagement -
University Of South CarolinaMba
Frequently Asked Questions about Clay Perry
What company does Clay Perry work for?
Clay Perry works for Mai Capital Management, Llc
What is Clay Perry's role at the current company?
Clay Perry's current role is Group Head | Managing Director | MAI Retirement.
What is Clay Perry's email address?
Clay Perry's email address is cl****@****ine.com
What is Clay Perry's direct phone number?
Clay Perry's direct phone number is +190428*****
What schools did Clay Perry attend?
Clay Perry attended United States Military Academy At West Point, University Of South Carolina.
What skills is Clay Perry known for?
Clay Perry has skills like 401k, Pension Plans, Deferred Compensation, Executive Benefit Strategies, 403 B, Sep Ira, Simple Ira, Asset Allocation, Business Continuation Strategies, Buy Sell Agreements, Buy Sell Review, Charitable Gift Planning.
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