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Terry Harvey Location
Frisco, TX, US
Terry Harvey Work
2024 -now Chief Compliance Officer @
2020 -now Chief Executive Officer @
2012 -2022 President @ PTX Securities, LLC
2012 -2022 President @ PTX Financial, LLC
2011 -2022 Principal @ Plano Capital Group, LLC
2007 -2008 President @ HSW Distributors
2005 -2007 Regional Vice President @ AXA Financial
2000 -2005 Regional Vice President @ Planco-Hartford Financial
1999 -2000 Broker @
1993 -1999 Broker @ Edward Jones
Terry Harvey Education
North Texas State University
(Finance and Marketing)
1979-1982
Terry Harvey Skills
Alternative Investments
Real Estate Economics
Mergers
Executive Management
Corporate Finance
Sales
Private Placements
Start Ups
Portfolio Management
Financial Modeling
Capital Markets
Investments
Negotiation
Project Finance
Finance
Strategic Planning
Real Estate Development
Strategy
Equities
Entrepreneurship
Real Estate
Microsoft Excel
New Business Development
Marketing
Program Management
Budgets
Private Equity
Management
Investment Banking
Project Management
Due Diligence
Research
Venture Capital
Mergers and Acquisitions
Investment Properties
Wholesale
Financial Structuring
Terry Harvey Summary
Terry Harvey, based in Frisco, TX, US, is currently a Chief Compliance Officer at Novarra BBX, LLC. Terry Harvey brings experience from previous roles at Networking Solutions llc, PTX Securities, LLC, PTX Financial, LLC and Plano Capital Group, LLC. Terry Harvey holds a 1979 - 1982 North Texas State University. With a robust skill set that includes Alternative Investments, Real Estate Economics, Mergers, Executive Management, Corporate Finance and more. Terry Harvey has 2 emails and 5 mobile phone numbers on RocketReach.
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