2013 -2017 Board Member @ Rancho Santa Fe Foundation
2009 -2017 Board Member @ Campanile Foundation
2014 -2015 Member @ NorthBay Stage Co
2010 -2012 Managing Director @
2006 -2007 Managing Director @
1988 -2006 Director of the Municipal Securities Group @
1987 -2000 Managing Director @ Painewebber Inc
1977 -1987 VP @ Salomon Brothers
1975 -1978 Vice President @ Shearson Hayden Stone
Terry Atkinson Education
University of San Diego School of Law
Juris Doctorate (Law)
1972-1975
San Diego State University
B.S. (Political Science/Public Admin)
1965-1970
Terry Atkinson Skills
Capital Markets
Investment Banking
Financial Services
Wealth Management
Executive Management
Securities
Fixed Income
Hedge Funds
Strategic Leadership
Derivatives
Financial Modeling
Portfolio Management
Series 7
Finance
Investments
Leadership
Structured Finance
Financial Structuring
Product Management
Venture Capital
Mergers and Acquisitions
Mutual Funds
Strategy
Due Diligence
Structured Products
Microsoft Office
Investment Strategies
Municipalities
Equities
Management
Emerging Markets
Series 24
Training
Valuation
SAN
Financial Markets
Bloomberg
Sales
Strategic Planning
Private Equity
Asset Management
Terry Atkinson Summary
Terry Atkinson, based in Tiburon, CA, US, is currently a Chief Executuve Officer at Atkinson Management Consulting. Terry Atkinson brings experience from previous roles at San Diego Symphony, The Old Globe Theater, Rancho Santa Fe Foundation and Campanile Foundation. Terry Atkinson holds a 1972 - 1975 Juris Doctorate in Law @ University of San Diego School of Law. With a robust skill set that includes Capital Markets, Investment Banking, Financial Services, Wealth Management, Executive Management and more. Terry Atkinson has 3 emails and 9 mobile phone numbers on RocketReach.
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