Cypress Bank & Trust
Theo Perry's work experience includes:
- Portfolio Manager, Vice President at Cypress Bank & Trust from August 2023 to present.
- Commercial Relationship Manager, AVP at SouthState Bank from April 2019 to August 2023.
- Assistant Vice President Commercial Banking at National Bank of Commerce from January 2019 to September 2019.
- Commercial Banking Officer at National Bank of Commerce from February 2017 to February 2019.
- Client Support Specialist at SS&C Technologies from July 2015 to February 2017.
- International Operations Associate at ConvergEx Group from March 2014 to February 2015.
- Management Trainee at Hertz Local Edition from August 2013 to December 2013.
- Intern at AXA Equitable from January 2013 to May 2013.
Theo Perry earned a Bachelor's Degree in Finance from UCF College of Business between 2009 and 2013. They are currently pursuing a Graduate degree in Banking at Florida School of Banking, expected to be completed in 2022.
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Cypress Bank & Trust
Cypress Bank & Trust is an independent Florida-chartered full-service bank, trust and investment management company regulated by the Florida Office of Financial Regulation. It operates offices in Palm Beach, Naples, Vero Beach, Winter Haven, Jacksonville and Winter Park with additional representation in Sarasota and The Villages. The company has been managing wealth and preserving legacies since its founding in Palm Beach in 1996. It focuses exclusively on providing full-service banking solutions to individuals and businesses, customized investment strategies, serving as a corporate trustee, personal representative or agent during estate settlement, and as an administrative trustee for clients already committed to an outside investment plan. A strict code of ethics is conveyed through all of its interactions with clients, associates, and the communities it serves. Trust and Portfolio Management services offered by Cypress Bank & Trust are not insured by the FDIC; are not deposits, are not guaranteed; and are subject to investment risks, including possible loss of the principal invested.