Thomas Perry Mba

Thomas Perry MBA, CIMA has extensive work experience in the financial industry. Thomas is currently working as a Regional Vice President at Sammons Retirement Solutions since April 2017. Prior to this, they held the same position at Meeder Investment Management from May 2016 to April 2017.

Thomas also worked at Cole Capital as a Senior Director from January 2013 to May 2016, and as a Hybrid Wholesaler from September 2011 to December 2012. Before that, they served as a Sales Desk Team Leader / Internal Wholesaler at MFS Investment Management from March 2007 to August 2011.

Earlier in their career, Thomas worked as a Financial Advisor at J.P. Morgan from January 2006 to March 2007, and at Morgan Stanley from May 2003 to January 2006.

Thomas Perry obtained a Bachelor of Arts degree in Business Finance from Michigan State University - Eli Broad College of Business in 2003. In 2001, they also studied abroad at John Cabot University, focusing on International Economics and International Marketing. In 2009, Thomas received a certification as a Certified Investment Management Analyst (CIMA) from The Wharton School. Thomas then pursued their Master of Business Administration (MBA) degree from the University of Arizona - Eller College of Management, which they completed in 2012. In 2014, they attended the Center for Real Estate at the Massachusetts Institute of Technology. Additionally, Thomas has obtained various certifications, including General Securities Principal (Series 24) in 2008, Uniform Investment Adviser - NASAA (Series 65) in 2004, Uniform Securities Agent - NASAA (Series 63) in 2004, and General Securities Representative (Series 7) in 2004. Thomas is also a member of the Investments & Wealth Institute.