Sr. Relationship Manager @ (September 2014 - January 2020)
Relationship Manager @ (June 2005 - September 2014)
Financial Advisor @ (June 2000 - June 2005)
Salesman @ (June 1996 - February 2000)
Eric Terry Education
Pacific Coast Banking School 2015-2017
Utah Valley University
Business Finance (Business Finance)
2000-2005
Linfield University
None (Philosophy)
1995-1996
Brigham Young University
Business Finance
Eric Terry Skills
Account Relationship
Banking
Business Coaching
Business Continuity Planning
Business Development
Business Loans
Business Owner Planning
Business Planning
Business Strategy
Business Value
Commercial Lending
Corporate Finance
Credit
Equipment Financing
Executive Management
Exit Strategies
Family Business
Finance
Financial Analysis
Financial Modeling
Financial Planning
Independent Financial Advice
Investments
Owner-managed businesses
Portfolio Management
Relationship Management
Risk Management
SBA
Small Business Coaching
Small Business Consulting
Strategic Financial Planning
Strategic Planning
Value Creation
Eric Terry Summary
Eric Terry, based in Mercer Island, WA, US, is currently a COO, Consultant at Pando Consulting Group. Eric Terry brings experience from previous roles at Northwest Wealth Strategies, KeyBank, JP Morgan Chase and World Financial Group (WFG). Eric Terry holds a 2015 - 2017 Pacific Coast Banking School. With a robust skill set that includes Account Relationship, Banking, Business Coaching, Business Continuity Planning, Business Development and more. Eric Terry has 2 emails and 1 mobile phone numbers on RocketReach.
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