We found the following information about Todd Terry at Mcelhenny Sheffield Capital Management, where this expert has worked as a Director of Operations and Financial Advisor since 2015. Todd's total work experience is over 19 years, during which time the professional had at least seven jobs at different companies to develop professional skills. Todd studied at the Texas Christian University from 1993 to 1995. This professional received the following certifications: Chartered Financial Analyst and Series 7 and Series 63. Todd Terry is proficient in English. Todd Terry currently is located in Dallas, Texas. You can contact with Todd by searching for phone or email or find additional information by requesting access to the person's additional details from us.
Name variants:
Todd Terry
Last updated Jun 23, 2024
Contact Information
Last Update
Jul 5, 2022
Email
to**@mscm.net, tt**@yahoo.com, to**@netscape.net
Location
Dallas, TX
Workplace
Director of Operations and Financial Advisor
Dallas, TX
Industry
Financial Services
Colleagues
Work History
Director of Operations and Financial Advisor
4701 west Lovers Lane Cir, Dallas, TX 75225
As a Wealth Management firm we offer comprehensive financial planning (retirement planning, tax analysis, social security optimization, charitable giving review, and estate review). All of ...
from Jan 2015
Operations and Institutional Sales
11175 Cicero Dr SUITE 575, Atlanta, GA
Operations and institutional sales responsibilities, including head of reporting for prime brokerage division of financial services conglomerate with over $2 billion in assets. -Generated pr...
Jan 2011 — Feb 2014
Vice President, M and A Business Development
12202 Airport Way SUITE 100, Broomfield, CO 80021
Negotiated contracts for private equity-owned credit card processing firm with over 200,000 clients. -Collaborated with financial and sales teams in business case development. -Composed and ...
Sep 2009 — Nov 2010
Vice President
Played a key role on transaction deal teams for boutique investment bank, with deals including buy-side and sell-side merger and acquisition transactions and equity capital raises. Completed...
Mar 2001 — Mar 2009
Education
1993 — 1995
1987 — 1991
Occupations
Executive
Director of Operations
Financial Broker
Financial Consultant
Security
Professor
School Principal
Health Specialist
Certified Nurse Aide
Accountant
Finance and Accounting Specialist
Operations Manager
Financial Services Professional
Financial Services Sales Agent
School Administrator
Educational Manager
Nurse
Nurse Practitioner
Accounting Bookkeeper
Bookkeeper
Skills
Hedge Funds
Portfolio Management
Options
Mergers and Acquisitions
Prime Brokerage
Trading
Equities
Securities
Private Equity
Valuation Analysis
Financial Services
Alternative Investments
Business Development
Financial Modeling
Asset Management
Contract Negotiation
Due Diligence
Client Services
Term Sheet Development
Account/Trade Reconciliation
Pitch Books
Relationship Management
Strategic Planning
Presentation Development
Team Leadership
Investments
Mutual Funds
Valuation
Finance
Series 7
Financial Analysis
Wealth Management
Strategy
Investment Strategies
FAQs about Todd Terry
What is the main profession of Todd Terry?
This professional's job is Director of Operations and Financial Advisor
What jobs is Todd Terry proficient at at?
The expert is proficient at Executive and Director of Operations jobs.
Where does Todd Terry live?
The expert currently lives in Dallas, Texas.
What is Todd Terry's email?
The expert's email is to**@mscm.net and tt**@yahoo.com.
Where did Todd Terry work?
This expert worked at Mcelhenny Sheffield Capital Management, Convergex Prime Services.
What education does Todd Terry have?
Todd studied at the Texas Christian University from 1993 to 1995.
Are there any certifications Todd Terry has?
Todd Terry received the following certifications: Chartered Financial Analyst and Series 7 and Series 63.
What languages does Todd Terry speak?
Todd Terry speaks English.