Mark Perry CAMS

Senior Vice President, Brokerage Operations, Winslow, Evans & Crocker

Mr. Perry has fifteen-plus years of industry experience include a strong knowledge of operations and compliance with a focus on providing outstanding client service. He leads a team responsible for supporting clients and representatives, and ensuring seamless back office operations.  He also serves as the firm’s Anti-Money Laundering Officer where he directs the company’s efforts to protect clients and representatives from fraudulent activity, and is responsible for ongoing staff education.   Prior to joining Winslow, Evans & Crocker, Inc., Mr Perry worked as a compliance specialist and managed a proprietary mutual fund trading group at American Express Financial Advisors.

Appearances