Carl Terzer Email & Phone Number
Principal @ CapVisor Associates, LLC
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Carl Terzer Location
- Atlanta, GA, US
Carl Terzer Work
- Principal @ (October 2008 - Present)
- Course Designer and Instructor - Investments and Captives @ (March 2010 - Present)
- Member, Board Of Directors @ Captive Insurance Council of the District of Columbia (March 2017 - Present)
- Board Member @ (September 2018 - August 2024)
- Director - Insurance Advisory Group @ (October 2006 - September 2008)
- SVP and Marketing Director - Insurance Asset Management Group @ (August 1999 - October 2006)
- Managing Director @ (September 1996 - September 1998)
- Regional Vice President @ (January 1995 - September 1996)
- Vice President @ (September 1988 - December 1995)
- Vice President @ (February 1985 - September 1988)
Carl Terzer Education
- Rutgers, The State University of New Jersey-New Brunswick
BA (Economics & Business Administration)
1976-1980
Carl Terzer Skills
- Asset Management
- Asset Allocation
- Investments
- Fixed Income
- Alternative Investments
- Bonds
- Equities
- Captives
- Property & Casualty Insurance
- Risk Management
- Insurance
- Capital Markets
- Strategic Financial Planning
- Financial Advisory
- Mutual Funds
- Portfolio Management
- Financial Modeling
- ETFs
- Asset Managment
- Financial Markets
- Investment Advisory
- Financial Risk
- Financial Services
- Financial Analysis
- Private Equity
- Securities
- Hedge Funds
- Institutional Investments
- Investment Strategies
- Investment Management
- Emerging Markets
- Wealth Management
- Series 63
- Retirement Planning
- Series 7
- Investment Banking
- Enterprise Risk Management
- Pensions
- Bloomberg
- ALM
- Hedging
- Wealth Management Services
- Derivatives
- Due Diligence
- Captive Insurance
- Investor Relations
- Financial Planning
- Structured Finance
- Trading
- Leadership
- Registered Investment Advisor
- Enterprise Risk
- Corporate Finance
- Executive Management
- Valuation
- Sales
- Business Development
- Solutions
- Strategic Planning
- Strategy
- Fund Of Funds
- Equity Research
- Marketing
- Property And Casualty Insurance
- Business Strategy
- Management
- Strategic Financial
- Mergers and Acquisitions
- Institutional
Carl Terzer Summary
- Carl Terzer, based in Atlanta, GA, US, is currently a Principal at CapVisor Associates, LLC. Carl Terzer brings experience from previous roles at International Center for Captive Insurance Education (ICCIE), Captive Insurance Council of the District of Columbia and Principal Global Investors. Carl Terzer holds a 1976 - 1980 BA in Economics & Business Administration @ Rutgers, The State University of New Jersey-New Brunswick. With a robust skill set that includes Asset Management, Asset Allocation, Investments, Fixed Income, Alternative Investments and more. Carl Terzer has 3 emails and 3 mobile phone numbers on RocketReach.
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