Teri McCasland Email & Phone Number
Vice President @ SFE Investment Counsel Inc.
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Teri McCasland Location
- Los Angeles, CA, US
Teri McCasland Work
- 2024 -now Vice President @
- 1981 -2025 VP and Chief Compliance Officer @
- 1972 -1981 AVP of Operations @ Diversified Securities
Teri McCasland Education
- Commonwealth University-Mansfield
Bachelor Science and Business Management, Business Administration, Management and Operations (Business Administration, Management and Operations)
1993-1997 - Pepperdine Graziadio Business School
Bachelor Science and Business Management (Business Administration, Management and Operations)
1993-1997
Teri McCasland Skills
- Investment Advisor Compliance
- Mutual Funds
- Broker-Dealer
- Securities Regulation
- Corporate Governance
- FINRA
- Investment Advisory
- Due Diligence
- Securities
- Alternative Investments
- Microsoft Excel
- Hedge Funds
- Series 24
- Investment Management
- AML
- Portfolio Management
- Equities
- Asset Management
- Financial Services
- Public Speaking
- Broker Dealer
- Investment Advisor
- Adobe Creative Suite
- Microsoft Office
Teri McCasland Summary
- Teri McCasland, based in Los Angeles, CA, US, is currently a Vice President at SFE Investment Counsel Inc.. Teri McCasland brings experience from previous roles at SFE Investment Counsel and Diversified Securities. Teri McCasland holds a 1993 - 1997 Bachelor Science and Business Management, Business Administration, Management and Operations in Business Administration, Management and Operations @ Commonwealth University-Mansfield. With a robust skill set that includes Investment Advisor Compliance, Mutual Funds, Broker-Dealer, Securities Regulation, Corporate Governance and more. Teri McCasland has 3 emails and 1 mobile phone numbers on RocketReach.
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