Independent Esop Consultant And Financial Services Professional
Self-Employed
Aug 2021 - Nov 2021
AeroLeads people directory · profile
Perry D. Walter, Cfa, Asa Email & Phone Number
Director, ESOP Transactions
2 work emails found
@capgroup.com
12 phones found area 770, 404, 919, 804, and 813
LinkedIn matched
✓ Verified May 2026
4 data sources
Profile completeness 86%
Role
Director, ESOP Transactions
Location
Atlanta Metropolitan Area, United States, United States
Who is Perry D. Walter, Cfa, Asa? Overview
A concise factual answer block for searchers comparing this professional profile.
Quick answer
Perry D. Walter, Cfa, Asa is listed as Director, ESOP Transactions based in Atlanta Metropolitan Area, United States, United States. AeroLeads shows a work email signal at capgroup.com, phone signal with area code 770, 404, 919, 804, 813, and a matched LinkedIn profile for Perry D. Walter, Cfa, Asa.
Perry D. Walter, Cfa, Asa previously worked as Independent ESOP Consultant and Financial Services Professional at Self-Employed and Associate Vice President at Prudent Fiduciary Services, Llc. Perry D. Walter, Cfa, Asa holds B.A. Economics And Communications from University Of Virginia.
Company email context
Email format at capgroup.com
This section adds company-level context without repeating Perry D. Walter, Cfa, Asa's masked contact details.
*@capgroup.com
71% confidence
AeroLeads found 2 current-domain work email signals for Perry D. Walter, Cfa, Asa. Compare company email patterns before reaching out.
Profile bio
About Perry D. Walter, Cfa, Asa
Perry D. Walter, Cfa, Asa is a Director, ESOP Transactions. He is proficient in Spanish. Colleagues describe him as "I've worked with Perry for quite some time and have gotten to see him perform in a variety of areas. He is knowledgeable, professional, and always keeps a client's best interest in mind. His experience and skill set make him the ideal person to help prepare a client's business for sale, valuation or general financial guidance. He definitely meets the definition of a trusted advisor." and "Perry does a fantastic job of bringing knowledge and experience together from a range of backgrounds, which enables him to deliver a custom approach unique to any situation. Few professionals have such a full perspective on all aspects of wealth generation, preservation, and dynamics which create and grow business value. "
Listed skills include Mergers, Business Appraisal And Valuation, Financial Reporting, Financial Modeling, and 46 others.
9 roles
Perry D. Walter, Cfa, Asa work experience
A career timeline built from the work history available for this profile.
Associate Vice President
Feb 2021 - Aug 2021
Senior Vice President And Private Wealth Advisor
Sep 2018 - Sep 2020
Managing Director
Hdh Advisors Llc
Jun 2009 - Aug 2018
Senior Consultant - Finance And Valuation
Incode Telecom
Mar 2007 - May 2009
Owner
Digital Media Investigations
Jan 2005 - Nov 2006
Partner
Valiant Ventures
Mar 2001 - Jan 2005
Senior Vice President
The Robinson Humphrey Company
Jan 1996 - Mar 2001
Vice President, Analyst For Telecommunications And Contract Manufacturing
Raymond James Financial
Sep 1993 - Dec 1995
2 education records
Perry D. Walter, Cfa, Asa education
B.A. Economics And Communications
Master Of Business Administration - Mba
FAQ
Frequently asked questions about Perry D. Walter, Cfa, Asa
Quick answers generated from the profile data available on this page.
What is Perry D. Walter, Cfa, Asa's role at their current company?
Perry D. Walter, Cfa, Asa is listed as Director, ESOP Transactions.
What is Perry D. Walter, Cfa, Asa's email address?
AeroLeads has found 2 work email signals at @capgroup.com for Perry D. Walter, Cfa, Asa.
What is Perry D. Walter, Cfa, Asa's phone number?
AeroLeads has found 12 phone signal(s) with area code 770, 404, 919, 804, 813 for Perry D. Walter, Cfa, Asa.
Where is Perry D. Walter, Cfa, Asa based?
Perry D. Walter, Cfa, Asa is based in Atlanta Metropolitan Area, United States, United States.
What companies has Perry D. Walter, Cfa, Asa worked for?
Perry D. Walter, Cfa, Asa has worked for Self-Employed, Prudent Fiduciary Services, Llc, Capital Group Private Client Services, Hdh Advisors Llc, and Incode Telecom.
How can I contact Perry D. Walter, Cfa, Asa?
You can use AeroLeads to view verified contact signals for Perry D. Walter, Cfa, Asa, including work email, phone, and LinkedIn data when available.
What schools did Perry D. Walter, Cfa, Asa attend?
Perry D. Walter, Cfa, Asa holds B.A. Economics And Communications from University Of Virginia.
What skills is Perry D. Walter, Cfa, Asa known for?
Perry D. Walter, Cfa, Asa is listed with skills including Mergers, Business Appraisal And Valuation, Financial Reporting, Financial Modeling, Private Equity, Venture Capital, Due Diligence, and Shareholder.
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