Perry Jenkins Green
Finanzdirektor/CFO bei Waddell & Associates LLC
Profil
Mr. Perry J.
Green is a Chief Financial Officer & Senior Wealth Strategist at Waddell & Associates LLC.
Mr. Green began his financial services career at Ernst & Young, LLP in 1993.
He worked on various corporate, individual and estate and gift tax projects.
In 1997, he joined Rhea & Ivy, PLC, a Memphis based regional public accounting firm.
While at Rhea & Ivy, he concentrated his practice in the areas of individual income tax and estate and gift tax planning.
Through the years, he has worked extensively with owners of closely held businesses as well as executives of large corporations, assisting them with tax planning, transition planning and stock option planning.
Along with his investment management duties, he has assisted a diverse group of clients with gift, estate and retirement planning, helping them understand the myriad of changes and options available.
He received his BBA in accounting from the University of Memphis and his Masters of Taxation from the University of Mississippi.
He completed the CPA exam in 1992, earned the Certified Financial Planner designation in 1997, and earned his CLTC (Certification in Long Term Care) in 2001.
Perry added the Chartered Financial Analyst designation in 2004.
Aktive Positionen von Perry Jenkins Green
Unternehmen | Position | Beginn |
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Waddell & Associates LLC
Waddell & Associates LLC Investment ManagersFinance Waddell & Associates LLC (W&A) is a SEC-registered investment advisor headquartered in Memphis, Tennessee. The firm was founded in 2016 and succeeded to the advisory business of its predecessor Waddell & Associates, Inc. They are a subsidiary of Focus Operating LLC, ultimately owned by Focus Financial Partners, Inc. (NASDAQ: FOCS). W&A provides financial planning, investment management, and communications services to entrepreneurs, high-net-worth individuals, families, trusts, foundations, pension plans, and institutions. | Finanzdirektor/CFO | 01.01.2020 |
Ehemalige bekannte Positionen von Perry Jenkins Green
Unternehmen | Position | Ende |
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AMWJR, Inc.
AMWJR, Inc. Investment ManagersFinance Founded in 1986, Waddell & Associates, Inc. is a registered investment advisor located in Memphis, Tennessee. The firm provides portfolio management services to individuals, high net worth individuals, corporate pension and profit-sharing plans, charitable institutions, foundations, endowments and other US corporations. | Marktstratege | 25.05.2016 |
Ausbildung von Perry Jenkins Green
University of Memphis | Undergraduate Degree |
University of Mississippi | Graduate Degree |
Erfahrungen
Besetzte Positionen
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Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Beziehungen
Beziehungen ersten Grades
Unternehmen ersten Grades
Herr
Frau
Aufsichtsräte
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Unternehmensverbindungen
Private Unternehmen | 2 |
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AMWJR, Inc.
AMWJR, Inc. Investment ManagersFinance Founded in 1986, Waddell & Associates, Inc. is a registered investment advisor located in Memphis, Tennessee. The firm provides portfolio management services to individuals, high net worth individuals, corporate pension and profit-sharing plans, charitable institutions, foundations, endowments and other US corporations. | Finance |
Waddell & Associates LLC
Waddell & Associates LLC Investment ManagersFinance Waddell & Associates LLC (W&A) is a SEC-registered investment advisor headquartered in Memphis, Tennessee. The firm was founded in 2016 and succeeded to the advisory business of its predecessor Waddell & Associates, Inc. They are a subsidiary of Focus Operating LLC, ultimately owned by Focus Financial Partners, Inc. (NASDAQ: FOCS). W&A provides financial planning, investment management, and communications services to entrepreneurs, high-net-worth individuals, families, trusts, foundations, pension plans, and institutions. | Finance |