Robert Terris Email & Phone Number
Financial Services Global Operations and Vendor Strategy Leader
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Robert Terris Location
- Atlanta, GA, US
Robert Terris Work
- Financial Services Global Operations and Vendor Strategy Leader @ Providing advisory services on transformation, migration and vendor consolidatio (June 2025 - Present)
- Senior Vice President, Operations Strategy and Vendor Oversight @ (April 2024 - June 2025)
- Senior Vice President, Head of Investment Management Operations @ (July 2018 - April 2024)
- Senior Vice President, Head of Mutual Fund Operations @ (April 2008 - July 2018)
- Vice President Administration @ (June 2003 - April 2008)
- Assistant Vice President Information Technology @ (February 2001 - June 2003)
Robert Terris Education
- Bowling Green State University
BA (Business Administration)
Robert Terris Skills
- Account Relationship
- Alternative Investments
- Business Analysis
- Business Relationship Management
- Business Strategy
- CRM
- Continuous Improvement
- Contract Negotiation
- Cross-functional Team Leadership
- Customer Relationship Management (CRM)
- Financial Services
- Investment Management
- Mutual Funds
- Operational Due Diligence
- Operational Risk Management
- Operations Management
- P&L Management
- Regulatory Compliance
- Series 7
- Solution Implementation
- Strategic Planning
- Strategic Sourcing
- System Automation
- Vendor Management
- Vendor Strategy & Oversight
- Series 63
- Management
- Portfolio Management
- Securities
- Public Speaking
- Sales
- Leadership
- Research
- Analysis
Robert Terris Summary
- Robert Terris, based in Atlanta, GA, US, is currently a Financial Services Global Operations and Vendor Strategy Leader at Providing advisory services on transformation, migration and vendor consolidatio. Robert Terris brings experience from previous roles at Voya Investment Management. Robert Terris holds a BA in Business Administration @ Bowling Green State University. With a robust skill set that includes Account Relationship, Alternative Investments, Business Analysis, Business Relationship Management, Business Strategy and more. Robert Terris has 1 emails and 2 mobile phone numbers on RocketReach.
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