Terry Jack Email & Phone Number
Chief Investment Officer @ CAVU Capital Partners, LLC
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Terry Jack Location
- Appleton, WI, US
Terry Jack Work
- 2020 -now Chief Investment Officer @
- 2016 -now Chief Investment Officer @
- 2014 -2016 Chief Investment Officer - Asset Management and Trust @
- 2012 -2014 Sr. Portfolio Manager @ BMO Private Bank
- 2005 -2012 Vice President, Trust Relationship Manager @
- 2002 -2005 Vice President, Portfolio Manager @ Marshall & Ilsley Trust Company
- 1987 -2002 Personal Trust Officer @ Marshall & Ilsley Trust Company
Terry Jack Education
- St. Norbert College
Bachelor of Business Administration (B.B.A.) (Accounting)
1982-1986 - Jenison High School
Terry Jack Skills
- Portfolio Management
- Wealth Management
- Investments
- Credit Analysis
- Mutual Funds
- Financial Analysis
Terry Jack Summary
- Terry Jack, based in Appleton, WI, US, is currently a Chief Investment Officer at CAVU Capital Partners, LLC. Terry Jack brings experience from previous roles at Sugar Maple Asset Management, LLC, Baylake Bank, BMO Private Bank and Johnson Bank. Terry Jack holds a 1982 - 1986 Bachelor of Business Administration (B.B.A.) in Accounting @ St. Norbert College. With a robust skill set that includes Portfolio Management, Wealth Management, Investments, Credit Analysis, Mutual Funds and more. Terry Jack has 2 emails and 2 mobile phone numbers on RocketReach.
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Terry Jack
Chief Investment Officer
Appleton, WI, US
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Top CAVU Capital Partners, LLC Employees
Terry Jack
Chief Investment Officer
Appleton, WI, US
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