Joe Terry Location
Scottsdale, AZ, US
Joe Terry Work
- 2024 - now Managing Director - CCO for CCO Capital,LLC @ CIM Group
- 2020 - 2024 Chief Compliance Officer - CCO Capital @ CIM Group
- 2019 - 2020 SVP Compliance - Surveillance and Investigations @ LPL Financial
- 2017 - 2018 Chief Compliance Officer @ Signator Investors, Inc.
- 2016 - 2017 Deputy Chief Compliance Officer @ Signator Investors, Inc.
- 2014 - 2016 Chief Supervision Officer @ AIG Advisor Group
- 2009 - 2014 Pres. and CEO of HMII @ Horace Mann
- 2008 - 2009 Chief Compliance Officer HMII @ Horace Mann
- 2005 - 2008 Compliance Consultant (NSLLC) @ Nationwide
- 2004 - 2005 Retirement Specialist @ Nationwide
Joe Terry Education
- Indiana University - Kelley School of Business
MS
2010 - 2011 - Indiana University - Kelley School of Business
MBA
2008 - 2010 - Westminster College (MO)
BA
1998 - 2002
Joe Terry Skills
- Financial Services
- Risk Management
- Securities
- Life Insurance
- Fixed Annuities
- Insurance
- Retirement Planning
- Mutual Funds
- Investments
- Property & Casualty Insurance
Joe Terry Summary
Joe Terry, based in Scottsdale, AZ, US, is currently a Managing Director - CCO for CCO Capital,LLC at CIM Group. Joe Terry brings experience from previous roles at CIM Group, LPL Financial and Signator Investors, Inc.. Joe Terry holds a 2010 - 2011 MS @ Indiana University - Kelley School of Business. With a robust skill set that includes Financial Services, Risk Management, Securities, Life Insurance, Fixed Annuities and more. Joe Terry has 2 emails and 1 mobile phone numbers on RocketReach.
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Top CIM Group Employees
-
Ingrid Lee
Managing Director, Head of Transformation at CIM Group
Los Angeles, CA, US23 -
Andrew Cunningham
Managing Director at CIM Group
Los Angeles, CA, US23 -
Jason Fisher
President, Co-Head of the Global Client Group at CIM Group
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Jordan Dembo
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Yifat Koren-Dahan
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Oliver Baker
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Los Angeles, CA, US35+ -
Steven Saylors
Managing Director at CIM Group
Los Angeles, CA, US35+ -
Lisa Kustron
Managing Director, Deputy Chief Compliance Officer at CIM Group
Los Angeles, CA, US23 -
Jason Vassiliades
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Ariel Stern
Associate Vice President, Investments at CIM Group
Los Angeles, CA, US13 -
Brandon Mayer
Vice President at CIM Group
Los Angeles, CA, US32 -
Joe Terry
Managing Director - CCO for CCO Capital,LLC at CIM Group
Scottsdale, AZ, US25+ -
Sandra Cook
Vice President Marketing Communications at CIM Group
Los Angeles, CA, US32
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