Terry Conner Email & Phone Number
Partner and Managing Director @ Prime Financial Group
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Terry Conner Location
- Springfield, MO, US
Terry Conner Work
- 2019 -now Partner and Managing Director @
- 2016 -2019 Senior Vice President Financial Planning @
- 2000 -2016 Managing Partner @ The Mutual Fund Store
- 1992 -2016 President and CFP @
- 1988 -1992 Engineer and Field Supervisor @
- 1988 -1988 Industrial Engineer @ Sante Fe Railways
Terry Conner Education
- University of Missouri-Columbia
Bachelor's degree (Industrial Engineering)
1984-1987 - University of Missouri-Columbia
Bachelor of Science (B.S.) (Industrial Engineering)
1984-1987
Terry Conner Skills
- Investment Advisory
- Certified Financial Planner
- IRAs
- 401k Rollovers
- Retirement Planning
- Series 7
- Series 65
- Series 24
- Asset Allocation
- Wealth Management
- Portfolio Construction and Management
- Mutual Funds
- Investment Management
- Personal Finance
- Microsoft Office
- Java
- Microsoft Excel
- Financial Analysis
- Engineering
Terry Conner Summary
- Terry Conner, based in Springfield, MO, US, is currently a Partner and Managing Director at Prime Capital Investment Advisors. Terry Conner brings experience from previous roles at Financial Engines, The Mutual Fund Store, Wealth Management, Inc. and Contel. Terry Conner holds a 1984 - 1987 Bachelor's degree in Industrial Engineering @ University of Missouri-Columbia. With a robust skill set that includes Investment Advisory, Certified Financial Planner, IRAs, 401k Rollovers, Retirement Planning and more. Terry Conner has 4 emails and 2 mobile phone numbers on RocketReach.
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