Jeff Terrell Email
SVP-Senior Investment Officer @ Members Trust Company
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Jeff Terrell Location
- Charlotte, NC, US
Jeff Terrell Work
- SVP-Senior Investment Officer @ (April 2024 - Present)
- SVP, Senior Analyst-Investment and Market strategy and Portfolio Construction | Author | Speaker @ (December 2019 - December 2023)
- Chief Market Strategist and Portfolio Manager @ (July 2016 - December 2019)
- Chief Investment Officer @ High Point Bank (February 2003 - July 2016)
Jeff Terrell Education
- Western Michigan University - Haworth College of Business
Bachelor of Business Administration - BBA (Finance, General)
Jeff Terrell Skills
- Asset Allocation
- Chief Investment Officer
- Communication
- Cross-functional Team Leadership
- Due Diligence
- ETFs
- FactSet
- Factor Analysis
- Fiduciary
- Fiduciary Asset Management
- Indexing
- Investment Policy
- Manager Due Diligence
- Market Research
- Market Strategy
- Market and Economic Research and Analysis
- Microsoft Excel
- Microsoft Office
- Model Portfolios
- Morningstar Direct
- Portfolio Construction and Model Portfolio Design
- Portfolio Management
- Portfolio Risk Management
- Public Speaking
- Research Skills
- Strategic Thinking
- Strategic and Tactical Asset Allocation
- Writing: Asset Management, Portfolio and Market Strategy, Digital Assets, Economics, Policy
Jeff Terrell Summary
- Jeff Terrell, based in Charlotte, NC, US, is currently a SVP-Senior Investment Officer at Members Trust Company. Jeff Terrell brings experience from previous roles at Truist Wealth, BB&T and High Point Bank. Jeff Terrell holds a Bachelor of Business Administration - BBA in Finance, General @ Western Michigan University - Haworth College of Business. With a robust skill set that includes Asset Allocation, Chief Investment Officer, Communication, Cross-functional Team Leadership, Due Diligence and more. Jeff Terrell has 1 emails on RocketReach.
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