Profile
Theodore M.
Perry worked as a Managing Director at Charles Schwab & Co., Inc. from 2007 to 2010.
Prior to that, he was a Managing Director-Sales at NewRiver, Inc. from 2004 to 2006, and a Director-National Accounts at State Street Global Advisors, Inc. from 2000 to 2003.
From 1996 to 2000, he worked as a Manager-National Sales at Russell Fund Distributors, Inc. Perry's most recent job was as SVP-Investor Relations & Capital Markets at Plymouth Industrial REIT, Inc. Perry received his undergraduate degree from The University of North Carolina at Charlotte.
Former positions of Theodore M. Perry
Companies | Position | End |
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Charles Schwab & Co., Inc.
Charles Schwab & Co., Inc. Investment ManagersFinance Schwab Charles & Co., Inc. engages in the provision of investment products and services to retirement and other benefit participants. It offers trading, banking, small business solutions, investment tools and research. The company was founded in 1971 and is headquartered in San Francisco, CA. | Corporate Officer/Principal | 2009-12-31 |
NewRiver, Inc.
NewRiver, Inc. Miscellaneous Commercial ServicesCommercial Services NewRiver develops innovative technology solutions that help financial leaders simplify investor disclosure providing transparency and cost savings to the delivery of fund data and investor communications. Since 1995, the company has helped some of the world's leading financial organizations move from paper to electronic disclosure via an easy to use, cost-effective, managed service offering. NewRiver pioneered the first electronic prospectus, and is the only company to guarantee its data to be 'compliance grade' which allows customers to reduce risk, lower compliance costs and increase revenues. Through a patent-pending, automated process NewRiver efficiently monitors millions of data points from over 24,600 fund CUSIPs. Further, the company's unique 'paperless' approach improves the investor experience while offering a real alternative to the environmental impact of paper-only delivery. Relied on daily by over 100 leading financial services firms, and millions of investors, NewRiver is a trusted and growing solution provider facilitating the transition from paper-based mutual fund information, to electronic. | Sales & Marketing | 2005-12-31 |
State Street Global Advisors
State Street Global Advisors Investment ManagersFinance State Street Global Advisors (State Street Global Advisors) is a private equity subsidiary of State Street Corp. founded in 1978. The firm is headquartered in Boston, Massachusetts. | Corporate Officer/Principal | 2002-12-31 |
Russell Fund Distributors, Inc.
Russell Fund Distributors, Inc. Financial ConglomeratesFinance Part of Russell Investment Management LLC, Russell Fund Distributors, Inc. provides investment services. | Sales & Marketing | 1999-12-31 |
PLYMOUTH INDUSTRIAL REIT, INC. | Public Communications Contact | - |
Training of Theodore M. Perry
The University of North Carolina at Charlotte | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
Listed companies | 1 |
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PLYMOUTH INDUSTRIAL REIT, INC. | Finance |
Private companies | 4 |
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Russell Fund Distributors, Inc.
Russell Fund Distributors, Inc. Financial ConglomeratesFinance Part of Russell Investment Management LLC, Russell Fund Distributors, Inc. provides investment services. | Finance |
State Street Global Advisors
State Street Global Advisors Investment ManagersFinance State Street Global Advisors (State Street Global Advisors) is a private equity subsidiary of State Street Corp. founded in 1978. The firm is headquartered in Boston, Massachusetts. | Finance |
NewRiver, Inc.
NewRiver, Inc. Miscellaneous Commercial ServicesCommercial Services NewRiver develops innovative technology solutions that help financial leaders simplify investor disclosure providing transparency and cost savings to the delivery of fund data and investor communications. Since 1995, the company has helped some of the world's leading financial organizations move from paper to electronic disclosure via an easy to use, cost-effective, managed service offering. NewRiver pioneered the first electronic prospectus, and is the only company to guarantee its data to be 'compliance grade' which allows customers to reduce risk, lower compliance costs and increase revenues. Through a patent-pending, automated process NewRiver efficiently monitors millions of data points from over 24,600 fund CUSIPs. Further, the company's unique 'paperless' approach improves the investor experience while offering a real alternative to the environmental impact of paper-only delivery. Relied on daily by over 100 leading financial services firms, and millions of investors, NewRiver is a trusted and growing solution provider facilitating the transition from paper-based mutual fund information, to electronic. | Commercial Services |
Charles Schwab & Co., Inc.
Charles Schwab & Co., Inc. Investment ManagersFinance Schwab Charles & Co., Inc. engages in the provision of investment products and services to retirement and other benefit participants. It offers trading, banking, small business solutions, investment tools and research. The company was founded in 1971 and is headquartered in San Francisco, CA. | Finance |
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