Tera Probst Email & Phone Number
Partner, Chief Investment Officer @ Sound Legacy Wealth Advisors, LLC
Tera Probst Location
Kirkland, WA, US
Tera Probst Work
- 2020 - now Partner, Chief Investment Officer @ Sound Legacy Wealth Advisors, LLC
- Vice President, Portfolio Manager @ Bank of America Private Bank
- Portfolio Manager Associate @ U.S. Trust
- Expat in Zaragoza, Spain @ School Year Abroad (SYA)
- Portfolio Manager Associate @ U.S. Trust
- Premier Banker @ Bank of America
Tera Probst Education
- Western Washington University
(Business Administration and Management, General)
Tera Probst Skills
- Investment Management
- Customer Retention
- Private Banking
- Asset Allocation
- Investor Relations
- Quantitative Analytics
- Investment Strategies
- Banking Relationships
Tera Probst Summary
Tera Probst, based in Kirkland, WA, US, is currently a Partner, Chief Investment Officer at Sound Legacy Wealth Advisors. Tera Probst brings experience from previous roles at Bank of America Private Bank, U.S. Trust and School Year Abroad (SYA). Tera Probst holds a Western Washington University. With a robust skill set that includes Investment Management, Customer Retention, Private Banking, Asset Allocation, Investor Relations and more. Tera Probst has 2 emails on RocketReach.
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