Andrew Perry
Trade Review Principal
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EDUCATION
BA, History and BA, Political Science, University of Iowa
BIO
Andrew supervises financial professionals’ new business submissions as well as transactions in existing accounts to ensure regulatory, policy and procedural standards are met. Over the span of 15 years, he has held various positions in the industry. Andrew primarily enjoys the supervisory role as it provides an opportunity to educate and work with financial professionals in a collaborative manner.
JOINED FIRM
2021