ÂÜÀòÂÒÂ×

AP

Albert Perry

Financial Services Representative at Creative Financial Group

Albert Perry has extensive experience in the financial services industry, currently serving as a Financial Services Representative at Creative Financial Group since November 2016, where responsibilities include conducting personal-needs assessments and crafting financial recommendations. Prior to this role, Albert held the position of Relationship Manager at Libucki & Co., overseeing a domestic cash equity brokerage team and enhancing client relationships to boost order flow. Earlier in their career, Albert served as Vice President of Equity Brokerage at McNamara Trading Co., executing equity orders and facilitating large block trades. Additionally, Albert gained valuable experience as a Securities Operations Professional at Fiserv Securities, managing profit reports and addressing bond discrepancies. Albert Perry earned a degree from Shippensburg University of Pennsylvania between 1998 and 2002.

Links


Org chart