Teri Grubb's Location
San Antonio, Texas, United States
Teri Grubb's Work
- Senior Director | Advisor Group @ CAPTRUST
- Senior Director | Leadership @ CAPTRUST
- Co-Chief Executive Officer @ South Texas Money Management (Now CAPTRUST)
- Managing Director and Chief Operating Officer @ South Texas Money Management (Now CAPTRUST)
- Managing Director and Chief Operating Officer @ South Texas Money Management (Now CAPTRUST)
- Chief Operating Officer and Executive Vice President @ South Texas Money Management (Now CAPTRUST)
- Chief Compliance and Risk Officer @ JWK Capital, LLC
- Consultant, West and Pacific West Coast @ The Advisor's Resource, Inc.
- Chief Compliance Officer @ Austin, Calvert & Flavin, Inc.
- Vice President @ Fixed Income Securities - AAM
Teri Grubb's 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's Skills
- Project Management
- Financial Risk
- Microsoft Excel
- Customer Service
- Strategic Planning
- Sales
- Mergers and Acquisitions
- FINRA
- Cross Functional Team Leadership
- AML
Teri Grubb's Summary
Teri Grubb, based in San Antonio, Texas, United States, is currently a Senior Director | Advisor Group at CAPTRUST, bringing experience from previous roles at CAPTRUST, South Texas Money Management and South Texas Money Management, Ltd.. Teri Grubb holds a 2010 - 2011 Master's Degree in Organizational Development @ University of the Incarnate Word. With a robust skill set that includes Project Management, Financial Risk, Microsoft Excel, Customer Service, Strategic Planning and more, Teri Grubb contributes valuable insights to the industry. Teri Grubb has 1 email and 1 mobile phone number on RocketReach.
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