Robert Terris Email & Phone Number
Independent Consultant - Financial Services Global Operations Leader
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Robert Terris Location
- Atlanta, GA, US
Robert Terris Work
- 2025 -now Independent Consultant - Financial Services Global Operations Leader @ Providing advisory services on transformation, migration and vendor consolidatio
- 2025 -now Financial Services Global Operations and Vendor Strategy Leader @ Providing advisory services on transformation, migration and vendor consolidatio
- 2024 -2025 Senior Vice President, Operations Strategy and Vendor Oversight @
- 2018 -2024 Senior Vice President, Head of Investment Management Operations @
- 2008 -2018 Senior Vice President, Head of Mutual Fund Operations @
- 2003 -2006 Vice President Administration @
- 2003 -2008 Vice President Administration @
- 2001 -2003 Assistant Vice President Information Technology @
Robert Terris Education
- Bowling Green State University
BA (Business Administration)
Robert Terris Skills
- Mutual Funds
- Series 63
- CRM
- Series 7
- Financial Services
- Alternative Investments
- Management
- Portfolio Management
- Securities
- Public Speaking
- Sales
- Leadership
- Business Analysis
- Research
- Analysis
Robert Terris Summary
- Robert Terris, based in Atlanta, GA, US, is currently a Independent Consultant - Financial Services Global Operations Leader at Providing advisory services on transformation, migration and vendor consolidatio. Robert Terris brings experience from previous roles at Providing advisory services on transformation, migration and vendor consolidatio and Voya Investment Management. Robert Terris holds a BA in Business Administration @ Bowling Green State University. With a robust skill set that includes Mutual Funds, Series 63, CRM, Series 7, Financial Services and more. Robert Terris has 2 emails on RocketReach.
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