Class News

Today's Featured Biography

 
Joan Perry

Author, Speaker, Life and Business Coach, Business Owner, Investor

Best Selling Author: 'A Girl Needs Cash' and 'Living Proof, Gifts That Came Wrapped In Sandpaper'.

Publisher and Owner: LivingMe Magazine

Websites: WomensWealth.Money
TheWomensWealthModel.com



Keynote Speaking and Public Interviews

All Things Considered on Public Radio
The Gayle King Show and CNN
Magazines: Glamour, Wired, In Flight Magazine and Wall Street Journal
Ms. Porter’s Girl’s School Kick-off Literacy Program
University of Arkansas Women’s Alumni Forum
University of Oklahoma Women’s Conference
Michigan State Economic Development Conference
Health Trust Annual Conference
Peak Potentials, Extreme Wealth Training Program
The Commonwealth Club National Broadcast
International Rotary Convention

Positions:

President
The Women's Wealth Model LP
January 2014 to Present

Website, and Content development Women's Wealth Programs.


President
Perry Investments Inc.
January 1992 – January 2014 (22 years 1 month)

Best Selling Author: A Girl Needs Cash, Random House and Living Proof, Celebrating Gifts that Came Wrapped in Sandpaper, National Keynote Speaker: Large Groups, Public Radio and Television, including appearances on CNN and NPR, Glamour Magazine and Wired.

Educator: Seminar and Teleseminar Programs, University Courses. Also see www.theWomensWealthModel.com

Consulting and various Board Positions: West Valley/Mission College Board of Directors and Finance Committee, CET Women's Summit Leader and Seminar Programs.

Experience:

Started first female investment banking firm in the US that underwrote Municipal Bonds for major governmental issuers such as the State of California and Cities of Chicago and San Francisco. Participated in deal structuring and execution for $10 to $200million bond issues, with teams of issuers/accountants/legal, and entry into the public markets.

Grew Firm Assets to $20million for Portfolio Management for Individuals and Brokerage Services, with record years of investment performance.

Managed the Operations and Staff of people who provided customer service and accounting to investors. Securities Trader: Municipal Bonds and Publicly Traded Securities in High Volume.
Traded and was responsible for large volumes of securities transactions in the public markets.

Real Estate Investor and Property Manager and Angel Investor


Volunteer Experience & Causes

Wine and Arts Festival
Rotary Club President
Rotary GSE Team Leader to Japan
Founder, Jazz On The Plazz


Publications
A Girl Needs Cash, Random House(Link)
2000
January 1, 2000
A Girl Needs Cash is about women and money. It reads like a novel, starts with six women naked in a hottub talking honestly about money in their lives, and inspires readers to consider their own financial lives and make plans for their personal security. The book is based on the author's personal and professional experience, with many years from working as an investment banker to dealing in
money from a women's point of view and the role that it plays in her life, relationships and future.

Education:

Vanderbilt University Owens School of Business, MBA in Finance

Denison University, BA in Biology

VIEW ALL BIOGRAPHIES

U.S. Armed Forces

Class Poll

Featured Links

Visit Other Classes