Teri Warkentin Email & Phone Number
Retirement Plan Specialist @ Directed Equity
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Teri Warkentin Location
- Aurora, CO, US
Teri Warkentin Work
- 2021 - now Retirement Plan Specialist @
- 2019 - 2020 Analyst @
- 2007 - 2019 Senior Investment Accountant and Client Relationship Manager @
- 2002 - 2007 Senior COLI Fund Analyst @
- 2004 - 2005 Key Business Asset and Liability Analyst @
- 2002 - 2004 Portfolio Accountant @
Teri Warkentin Education
- University of Colorado Denver
Bachelor of Science (BS) (Accounting and Finance)
1990 - 1993 - Grace Christian University
Associate's degree (Business)
1988 - 1990
Teri Warkentin Skills
- Financial Markets
- Strategic Planning
- Project Management
- Salesforce.com
- CRM
- Strategy
- Equities
- Financial Analysis
- Business Analysis
- Business Development
- Relationship Management
- Risk Management
- Banking
- Derivatives
- Customer Service
- Account Management
- Financial Services
- Investments
- Portfolio Management
- Process Improvement
- Finance
- Sales Management
- Marketing
- Microsoft Excel
- Analysis
Teri Warkentin Summary
- Teri Warkentin, based in Aurora, CO, US, is currently a Retirement Plan Specialist at Directed Equity. Teri Warkentin brings experience from previous roles at Arbitrage Compliance Specialists, Inc., SunGard Financial Systems - now part of FIS and Great-West Life. Teri Warkentin holds a 1990 - 1993 Bachelor of Science (BS) in Accounting and Finance @ University of Colorado Denver. With a robust skill set that includes Financial Markets, Strategic Planning, Project Management, Salesforce.com, CRM and more. Teri Warkentin has 1 emails and 1 mobile phone numbers on RocketReach.
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