Senior Associate
Current
Aug 2023 - Present
AeroLeads people directory · profile
Tanner Perry Email & Phone Number
Senior Associate, Impact Point Co.
at
Impact Point Co.
1 work email found
@texascapitalbank.com
LinkedIn matched
✓ Verified May 2026
4 data sources
Profile completeness 100%
Current company
Role
Senior Associate, Impact Point Co.
Location
Dallas, Texas, United States
Company size
Who is Tanner Perry? Overview
A concise factual answer block for searchers comparing this professional profile.
Quick answer
Tanner Perry is listed as Senior Associate, Impact Point Co. at Impact Point Co., a company with 2 employees, based in Dallas, Texas, United States. AeroLeads shows a work email signal at texascapitalbank.com and a matched LinkedIn profile for Tanner Perry.
Tanner Perry previously worked as Senior Associate at Impact Point Co. and Assistant Vice President, Finance Manager at Texas Capital Bank. Tanner Perry holds Bachelor Of Science In Business Administration, Finance & Banking from University Of Missouri-Columbia.
Company email context
Email format at Impact Point Co.
This section adds company-level context without repeating Tanner Perry's masked contact details.
{first}.{last}@texascapitalbank.com
86% confidence
AeroLeads found 1 current-domain work email signal for Tanner Perry. Compare company email patterns before reaching out.
Profile bio
About Tanner Perry
Driven Senior Analyst with a demonstrated history of working in the investment management and financial consulting industries. Skilled in Investment Research, Financial Modeling, Accounting, Strategy Development. passed CFA Level II with a Bachelor of Science in Business Administration focused in Finance & Banking from University of Missouri-Columbia.
Listed skills include Leadership, Adobe Photoshop, Customer Service, Team Building, and 2 others.
Current workplace
Tanner Perry's current company
Company context helps verify the profile and gives searchers a useful next step.
Impact Point Co.
7 roles
Tanner Perry work experience
A career timeline built from the work history available for this profile.
Assistant Vice President, Finance Manager
- Stood up of multiple products within the fledgling investment banking division, primarily in finance function. Jobs performed included business case development, development and tracking of project budget and teaming.
- Developed weekly, monthly, and quarterly financial reporting packages for investment banking line of business including consolidated divisional financials, strategic roadmap check-ins, and product level profitability.
- Implemented processes for creating quarterly forecast and annual budget for investment banking division including income, expense, and balance sheet forecasting
Jan 2022 - Aug 2023
Financial Planning And Analysis Manager
Bridgelink Investments
Oct 2021 - Jan 2022
Senior Financial Analyst
Bridgelink Investments, Llc.
Apr 2021 - Oct 2021
Senior Consultant
- Bankruptcy advisor for 363 Sale of Online Travel Agency with $500MM Revenue- Compared 8 purchase offers using qualitative (including discounted cash flow) and quantitative analysis to select optimal “Stalking Horse”.
- Buy-side due diligence for $30MM Private Equity Acquisition of Company in Chapter 7 Bankruptcy- Conducted four wall analysis of 40+ locations including site-level evaluation of contribution margin- Build dynamic.
Nov 2020 - Apr 2021
Consultant
- Channel Strategy Development for $5B Water Technology Manufacturer- Utilized various quantitative analysis methodologies (trend, Pareto, and multivariate visualization) to gauge performance- Conducted 20+ extensive.
- Turnaround & Restructuring on Behalf of $30B AUM Private Equity Client- Assisted development and maintenance of 13-week cash flow model to provide management insights on cash required on a roll-forward basis- Rebuilt.
- Go-to-Market Strategy Development for Pre-Revenue Ag-Tech Start-Up Seeking $4MM in Seed Funding- Utilized market research reports to effectively size potential market share- Constructed integrated financial model with.
Mar 2019 - Nov 2020
Mutual Fund Accounting Intern
State Street Corporation
- Researched various alerts regarding income, expense, foreign exchange rates, market value movement, benchmarking, etc. Used proprietary accounting software, Bloomberg/NASDAQ terminals, news sources, and internal.
- Reviewed net asset value impacting trades several times per day. Impact causes varied but included foreign exchange rate movement, corporate actions, and cancel/rebook trades. Solutions differed by trade type. Foreign.
- Calculated and posted daily fund distributions. When net income was out of tolerance, browsed general ledger to isolate which account(s) caused the out of tolerance.
- Ran check of top moving assets at the end of every day. Used Bloomberg and NASDAQ terminals to verify recorded prices against market prices.
- Worked on a daily basis with Indian joint venture team.
Aug 2018 - Nov 2018
Team & coworkers
Colleagues at Impact Point Co.
Other employees you can reach at impactpointco.com. View company contacts for 2 employees →
BG
Benjamin Garthwaite
Colleague at Impact Point Co.
Miami, Florida, United States, United States
View →
MJ
Maria Jose Mena
Colleague at Impact Point Co.
Quito, Pichincha, Ecuador, Ecuador
View →
CM
Cameron Mitchell
Colleague at Impact Point Co.
Dallas-Fort Worth Metroplex, United States
View →
CW
Chris Wilen
Colleague at Impact Point Co.
United States, United States
View →
Benjamin Garthwaite
Colleague at Impact Point Co.
Miami, Florida, United States, United States
View →
MJ
Maria Jose Mena
Colleague at Impact Point Co.
Quito, Pichincha, Ecuador, Ecuador
View →
CM
Cameron Mitchell
Colleague at Impact Point Co.
Dallas-Fort Worth Metroplex, United States
View →
CW
Chris Wilen
Colleague at Impact Point Co.
United States, United States
View →
4 education records
Tanner Perry education
Bachelor Of Science In Business Administration, Finance & Banking
Passed Cfa Level Ii
Cfa Institute
Bachelor Of Science - Bs, Finance And Banking
Bachelor Of Science - Bs, Finance And Banking
FAQ
Frequently asked questions about Tanner Perry
Quick answers generated from the profile data available on this page.
What company does Tanner Perry work for?
Tanner Perry works for Impact Point Co..
What is Tanner Perry's role at Impact Point Co.?
Tanner Perry is listed as Senior Associate, Impact Point Co. at Impact Point Co..
What is Tanner Perry's email address?
AeroLeads has found 1 work email signal at @texascapitalbank.com for Tanner Perry at Impact Point Co..
Where is Tanner Perry based?
Tanner Perry is based in Dallas, Texas, United States while working with Impact Point Co..
What companies has Tanner Perry worked for?
Tanner Perry has worked for Impact Point Co., Texas Capital Bank, Bridgelink Investments, Bridgelink Investments, Llc., and Larx Advisors, Inc..
Who are Tanner Perry's colleagues at Impact Point Co.?
Tanner Perry's colleagues at Impact Point Co. include Benjamin Garthwaite, Maria Jose Mena, Cameron Mitchell, and Chris Wilen.
How can I contact Tanner Perry?
You can use AeroLeads to view verified contact signals for Tanner Perry at Impact Point Co., including work email, phone, and LinkedIn data when available.
What schools did Tanner Perry attend?
Tanner Perry holds Bachelor Of Science In Business Administration, Finance & Banking from University Of Missouri-Columbia.
What skills is Tanner Perry known for?
Tanner Perry is listed with skills including Leadership, Adobe Photoshop, Customer Service, Team Building, Inventory Management, and Basic Financial Modeling.
Find 750M verified contacts
Search by job title, company, industry, location, and seniority. Export verified B2B contact data when you need it.
Start free trialPeople with similar names
Check these profiles if this is not the Tanner Perry you were looking for.
View similar profiles
