Roger Perry

Head of Intermediary Sales at Defaqto

Roger Perry's work experience is as follows:

- From 2004 to the present at Defaqto, they have held the roles of Head of Intermediary Sales and National Account Manager. As Head of Intermediary Sales, they are responsible for promoting Defaqto research and consultancy services to advisers, including IFAs, mortgage brokers, and general insurance brokers. Roger primarily deals with large national networks and is accountable for the company's intermediary revenue targets. Their key areas of focus include Defaqto Engage, Defaqto Consultancy, and Defaqto Publications.

- From 1999 to 2004 at Prudential Assurance, they served as an Area Manager from 2002 to 2004 and as a Financial Adviser from 1999 to 2002.

Roger Perry attended St Birinus School in Didcot from 1979 to 1987. During their time there, they did not obtain a degree but achieved 9 O levels and 3 A levels in various fields of study. Additionally, they obtained certifications as FPC and CeMap Qualified, although the institution and specific dates of obtaining these certifications are not provided.

Links

Timeline

  • Head of Intermediary Sales

    January, 2018 - present

  • National Account Manager, Financial Services Sales and Account Management

    April, 2004

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