Terence Powell Email & Phone Number
Investment Program Manager @ Randolph Brooks Federal Credit Union
5 free lookup(s).
Terence Powell Location
- San Antonio, TX, US
Terence Powell Work
- 2022 - now Investment Program Manager @
- 2022 - now Program Manager @
- 2017 - 2021 VP - Wealth Management at Redwood Credit Union and Program Manager at CUSO Financial Services, L.P @
- 2016 - 2017 AVP - Wealth Management @
- 2012 - 2016 National Program Manager and Financial Consultant @
- 2010 - 2012 Financial Advisor @
- 2005 - 2010 Vice President-Investments @
- 1997 - 2005 Financial Planner and District Manager @
- 1993 - 1997 Officer @
Terence Powell Education
- Northern Illinois University
Bachelor of Arts (B.A.) (Psychology)
1988 - 1993 - Northwestern University
CFP Course work
Terence Powell Skills
- Investments
- Microsoft Office
- Retirement Planning
- Series 7
- Annuities
- Series 24
- Series 6
- Series 63
- Insurance
- Management
- Credit
- Strategic Planning
- Retirement
- Fixed Annuities
- Loans
- Portfolio Management
- Finance
- Wealth Management
- Securities
- Strategic Financial Planning
- Mutual Funds
- Risk Management
- Leadership
- Financial Analysis
- Wealth
- Estate Planning
- Financial Services
- Asset Management
- Relationship Management
- Banking
- Asset Allocation
- Financial Planning
- Team Building
Terence Powell Summary
- Terence Powell, based in San Antonio, TX, US, is currently a Investment Program Manager at Randolph Brooks Federal Credit Union. Terence Powell brings experience from previous roles at RBFCU INVESTMENTS GROUP A financial advisory practice of Ameriprise Financial Se, Redwood Credit Union and Alliant Retirement & Investment Services located at Alliant Credit Union. Terence Powell holds a 1988 - 1993 Bachelor of Arts (B.A.) in Psychology @ Northern Illinois University. With a robust skill set that includes Investments, Microsoft Office, Retirement Planning, Series 7, Annuities and more. Terence Powell has 3 emails and 1 mobile phone numbers on RocketReach.
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Top Randolph Brooks Federal Credit Union Employees
Robert Zearfoss
EVP - CUSO Operations
San Antonio, TX, US
Raja Kandikayala
Senior Vice President - Web and AI Development
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Steve Menczer
VP Mortgage Origination
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Heather Sullivan
Senior Vice President Human Resources
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Rebecca Weaver
VP, Chief Technology Officer
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Amy Davis
General Counsel, Vice President of Legal Services
San Antonio, TX, US
Berenice Villarreal
EVP Chief Risk Officer
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Jeff Peckham
Vice President Human Resources
Universal City, TX, US
Gabriel Hernandez
VP Consumer Lending Technology
New Braunfels, TX, US
Sarah Obrien
Sr Vice-President of Operations San Antonio and Corpus Christii
Corpus Christi, Texas, United States
Zachary Crews
Executive Vice President
San Antonio, TX, US
Sonya McDonald
Executive Vice President and Chief Operating Officer
San Antonio, TX, US
Salvador Guerrero
Vice President - Corporate Communications and Public Relations
San Antonio, TX, US
Erick Martinez
VP- Chief Compliance Officer, BSA Officer
San Antonio, TX, US
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