Terry Colen Email & Phone Number
Wealth Manager @ Blackbridge Financial
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Terry Colen Location
- Charlotte, NC, US
Terry Colen Work
- 2015 -now Wealth Manager @
- 2002 -2015 VP,Senior Financial Advisor Trust Liaison Officer @
- 1988 -2002 Financial Advisor @
Terry Colen Education
- California State University-Long Beach
Bachelor of Science (BS) (Double Major B.S. Finance and B.S. Marketing)
1981-1986
Terry Colen Skills
- Retirement Planning
- Investments
- Insurance
- Strategic Financial Planning
- Risk Management
- Health Insurance
- Small Business
- Wealth Management Services
- Long-term Care
- Public Speaking
- Estate Planning
- Series 6
- Series 7
- Series 63
- Uniform Combined State Law
- Retirement Plan Consulting
- Investment Advisory
Terry Colen Summary
- Terry Colen, based in Charlotte, NC, US, is currently a Wealth Manager at Blackbridge Financial. Terry Colen brings experience from previous roles at Truliant Federal Credit Union and VALIC. Terry Colen holds a 1981 - 1986 Bachelor of Science (BS) in Double Major B.S. Finance and B.S. Marketing @ California State University-Long Beach. With a robust skill set that includes Retirement Planning, Investments, Insurance, Strategic Financial Planning, Risk Management and more. Terry Colen has 1 emails and 1 mobile phone numbers on RocketReach.
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