Tera Probst Email & Phone Number
Partner, Chief Investment Officer @ Sound Legacy Wealth Advisors, LLC
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Tera Probst Location
- Kirkland, WA, US
Tera Probst Work
- Partner, Chief Investment Officer @ (January 2020 - Present)
- Vice President, Portfolio Manager @
- Vice President, Portfolio Manager @ (January 2009 - January 2019)
- Portfolio Manager Associate @
- Portfolio Manager Associate @ (January 2005 - January 2009)
- Expat in Zaragoza, Spain @
- Expat in Zaragoza, Spain @ (January 2003 - January 2005)
- Portfolio Manager Associate @ (January 2000 - January 2003)
- Premier Banker @
- Premier Banker @ (January 1994 - January 2000)
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 and U.S. Trust. 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 and 1 mobile phone numbers on RocketReach.
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