President @ PTX Securities, LLC (January 2012 - August 2022)
President @ PTX Financial, LLC (January 2012 - August 2022)
Principal @ Plano Capital Group, LLC (January 2011 - August 2022)
President @ HSW Distributors (January 2007 - January 2008)
Regional Vice President @ AXA Financial (January 2005 - January 2007)
Regional Vice President @ Planco-Hartford Financial (January 2000 - January 2005)
Broker @ (January 1999 - December 2000)
Broker @ Edward Jones (January 1993 - January 1999)
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 Vice President of Strategic Relationships at Novarra IO, 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 1 emails and 5 mobile phone numbers on RocketReach.
Looking for a different Terry Harvey?
Find contact details for 700 million professionals.