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
- 2020 -now Partner, Chief Investment Officer @
- now Vice President, Portfolio Manager @
- 2009 -2019 Vice President, Portfolio Manager @
- now Portfolio Manager Associate @
- 2005 -2009 Portfolio Manager Associate @
- now Expat in Zaragoza, Spain @
- 2003 -2005 Expat in Zaragoza, Spain @
- 2000 -2003 Portfolio Manager Associate @
- now Premier Banker @
- 1994 -2000 Premier Banker @
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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