Perry Jenkins Green
Director of Finance/CFO at Waddell & Associates LLC
Profile
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.
Perry Jenkins Green active positions
Companies | Position | Start |
---|---|---|
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. | Director of Finance/CFO | 2019-12-31 |
Former positions of Perry Jenkins Green
Companies | Position | End |
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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. | Market Strategist | 2016-05-24 |
Training of Perry Jenkins Green
University of Memphis | Undergraduate Degree |
University of Mississippi | Graduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
Private companies | 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 |
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