Stephen Perry

Stephen Perry is a seasoned client management professional with extensive experience at Coleman Research since May 2018, where roles have advanced from Client Analyst to Client Manager. Prior to this, Stephen held the position of Investor Services Consultant at Brown Brothers Harriman, where responsibilities included calculating Net Asset Value and reconciling cash securities. Stephen also gained valuable skills during an internship at Vesper Technologies, focusing on international logistics and finance, as well as at Allstate, where duties involved customer service and database management. Stephen holds a Bachelor’s Degree in International Business with a focus on Finance from Barry University, completed in 2017.