MP

Mike Perry

President at Keel Point

Mike Perry has a diverse and extensive work experience in the financial industry. Mike served as the President of Keel Point Advisors since September 2014. Prior to that, they worked as the Chief Business Development Officer at Williams Financial Group from July 2009 to September 2014. Before their role at Williams Financial Group, they held the position of EVP & National Sales Manager at AIG Retirement from May 2004 to June 2008. In this role, they led a national sales division with a significant budget and staff. Mike'sresponsibilities included managing regional vice presidents, district managers, and overseeing various aspects of the business, such as business development, HR, budgeting, client service, marketing, legal/compliance, and products/services. Additionally, they served as the Regional Director at AIG VALIC from 1999 to 2004 and as the District Manager from 1987 to 1998, where they led sales and operational functions and was responsible for exceeding sales performance goals and acquiring top talent.

Mike Perry attended James Madison University from 1975 to 1979, earning a Bachelor of Science degree in Political Science and Public Administration. Prior to that, they attended First Colonial High School, but no specific dates or degrees were provided for that.

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Timeline

  • President

    September, 2014 - present