Marcus Terdik Email & Phone Number

Private Wealth Advisor and Managing Principal @ Piedmont Private Wealth

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Marcus Terdik Location

Raleigh, NC, US

Marcus Terdik Work

2018 - now Private Wealth Advisor and Managing Principal @ Piedmont Private Wealth
2009 - 2017 Senior Wealth Advisor @ UBS Group AG
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2004 - 2009 Senior Portfolio Manager, Sr. Vice President @ Bank of America

2001 - 2004 Portfolio Analyst, Private Bank - US Trust @ Bank of America
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1999 - 2001 Senior Recruiter and Account Manager @ CTG

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Marcus Terdik Education

Darla Moore School of Business
Masters in Business Administration (Finance & Investments)
2000 - 2002
University of North Carolina at Charlotte
BS (Business)
1989 - 1995

Marcus Terdik Skills

Portfolio Construction
Investment Management
Bond Management

Manager Search
Portfolio & Wealth Management
Financial Planning
Wealth Management Services

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Marcus Terdik Summary

Marcus Terdik, based in Raleigh, NC, US, is currently a Private Wealth Advisor and Managing Principal at Piedmont Private Wealth. Marcus Terdik brings experience from previous roles at UBS, US Trust, Bank of America Private Wealth Management, Bank of America and Computer Task Group. Marcus Terdik holds a 2000 - 2002 Masters in Business Administration in Finance & Investments @ Darla Moore School of Business. With a robust skill set that includes Portfolio Construction, Investment Management, Bond Management, Manager Search, Portfolio & Wealth Management and more. Marcus Terdik has 1 emails and 2 mobile phone numbers on RocketReach.

Marcus Terdik Emails

Found 1 emails

@bellsouth.net

Marcus Terdik Phone Numbers

Found 6 phone numbers

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