Teri Grubb Email & Phone Number
Chief Operating Officer @ Monticello Wealth Management
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Teri Grubb Location
- San Antonio, TX, US
Teri Grubb Work
- Chief Operating Officer @ (April 2026 - Present)
- SVP, Director of Operations and Client Experience @ (May 2025 - April 2026)
- Chief Operating Officer @ (September 2024 - March 2025)
- SVP, Director of Trust Operations and Client Experience @ (June 2023 - August 2024)
- Senior Director | Leadership @ (September 2019 - June 2023)
- Senior Director | Advisor Group @ (September 2019 - June 2023)
- Co-Chief Executive Officer @ South Texas Money Management (March 2019 - September 2019)
- Managing Director and Chief Operating Officer @ South Texas Money Management (January 2017 - March 2019)
- Managing Director and Chief Operating Officer @ South Texas Money Management, Ltd. (January 2017 - March 2019)
- Chief Operating Officer and Executive Vice President @ South Texas Money Management, Ltd. (June 2011 - January 2017)
- Chief Compliance and Risk Officer @ JWK Capital, LLC (January 2011 - June 2011)
- Consultant, West and Pacific West Coast @ (September 2010 - February 2011)
- Vice President @ Fixed Income Securities - AAM (April 2004 - October 2005)
- Chief Compliance Officer @ (May 1995 - September 2010)
Teri Grubb Education
- University of the Incarnate Word
Master's Degree (Organizational Development)
2010-2011 - University of the Incarnate Word
Bachelor of Arts - BA (Organizational Development)
2006-2008
Teri Grubb Skills
- Operations Management
- Leadership
- Management
- Strategic Planning
- Investments
- Trading
- Project Management
- Financial Risk
- Microsoft Excel
- Customer Service
- Sales
- Mergers and Acquisitions
- FINRA
- Cross Functional Team Leadership
- AML
- Banking
- Strategy
- Analysis
- Risk Management
- Homeland Security
Teri Grubb Summary
- Teri Grubb, based in San Antonio, TX, US, is currently a Chief Operating Officer at 1900 Wealth. Teri Grubb brings experience from previous roles at 1900 Wealth, Sendero Wealth Management, Jefferson Bank and CAPTRUST. Teri Grubb holds a 2010 - 2011 Master's Degree in Organizational Development @ University of the Incarnate Word. With a robust skill set that includes Operations Management, Leadership, Management, Strategic Planning, Investments and more. Teri Grubb has 1 emails and 1 mobile phone numbers on RocketReach.
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Others Named Teri Grubb
Teri Grubb
Chief Operating Officer
San Antonio, TX, US
Teri Grubb
Licensed Realtor
Texas, United States
Top Monticello Wealth Management Employees
Teri Grubb
Chief Operating Officer
San Antonio, TX, US
Bobby Jones
Chief Investment Officer
San Antonio, TX, US
Jessica Drought
VP, Investment Manager
San Antonio, TX, US
Richard Dullnig
Chief Compliance Officer
San Antonio, TX, US
Todd Brockwell
Chief Executive Officer
San Antonio, TX, US
Stephen Hernandez
Vice President and Investment Advisor
San Antonio, TX, US
Chris Kardys
Senior Vice President, Strategy and Business Operations
San Antonio, TX, US
Miles Fuquay
Investment Officer
Cibolo, TX, US
Charles Dodd
VP, Investment Officer
Austin, TX, US
Erica K
SVP, Family Wealth and Alternatives Strategist
United States
Phyllis Kyle
Vice President
United States
Chris Kardys
Senior Vice President, Strategy and Business Operations
San Antonio, Texas, United States
Michael Sierra
Senior Vice President - Senior Investment Advisor
San Antonio, TX, US
Lawsin Wilt
Portfolio Management Assistant
Ingram, TX, US
Mary Romanczuk
Vice President
Boerne, TX, US
Caroline Tyng
Investment Advisor
San Antonio, TX, US
Melissa Anderson
Managing Director Family Office Services
Austin, TX, US
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