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
- 2026 -now Chief Operating Officer @
- 2025 -2026 SVP, Director of Operations and Client Experience @
- 2024 -2025 Chief Operating Officer @
- 2023 -2024 SVP, Director of Trust Operations and Client Experience @
- 2019 -2023 Senior Director | Leadership @
- 2019 -2023 Senior Director | Advisor Group @
- 2019 -2019 Co-Chief Executive Officer @ South Texas Money Management
- 2017 -2019 Managing Director and Chief Operating Officer @ South Texas Money Management
- 2017 -2019 Managing Director and Chief Operating Officer @ South Texas Money Management, Ltd.
- 2011 -2017 Chief Operating Officer and Executive Vice President @ South Texas Money Management, Ltd.
- 2011 -2011 Chief Compliance and Risk Officer @ JWK Capital, LLC
- 2010 -2011 Consultant, West and Pacific West Coast @
- 2004 -2005 Vice President @ Fixed Income Securities - AAM
- 1995 -2010 Chief Compliance Officer @
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
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