Financial Consultant @ (November 1985 - August 1995)
Associate Vice President-Investments @ (August 1995 - March 2009)
Terry Finkel Education
Arizona State University
BS (Business Administration)
1977-1980
Illinois State University
Business Administration (Business Administration)
1976-1977
Terry Finkel Skills
Investments
Equities
Finance
Investment Management
Mutual Funds
Portfolio Management
Wealth Management
Series 7
Securities
Alternative Investments
Risk Management
Strategy
Financial Services
Microsoft Office
Marketing
Services
Terry Finkel Summary
Terry Finkel, based in Chicago, IL, US, is currently a Senior Vice President-Investments at Uhlmann Price Securities, LLC. Terry Finkel brings experience from previous roles at Wells Fargo Advisors, Merrill Lynch and A.G. Edwards & Sons, Inc.. Terry Finkel holds a 1977 - 1980 BS in Business Administration @ Arizona State University. With a robust skill set that includes Investments, Equities, Finance, Investment Management, Mutual Funds and more. Terry Finkel has 2 emails and 1 mobile phone numbers on RocketReach.
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