Terry Wakefield's Location
Thiensville, WI, US
Terry Wakefield's Work
- Co-Founder @ Swirl Technology and Swirl Insurance Services
- President @ Swirl Technology and Swirl Insurance Services
- President and CEO @ The Wakefield Company, LLC
- President and Chief Executive Officer @ Customers Forever, LLC
- Managing Director and Vice President roles @ Prudential Home Mortgage Company; Salomon Brothers, Inc.
Terry Wakefield's Education
- Utah State University
Bachelor of Science (Finance, General)
Terry Wakefield's Skills
- Finance
- Mortgage Lending
- Banking
- Loans
- Investments
- Executive Management
- Mortgage Banking
- Business Planning
- Financial Services
- Loan Origination
Terry Wakefield's Summary
Terry Wakefield, based in Thiensville, WI, US, is currently a Co-Founder at Swirl Technology and Swirl Insurance Services, bringing experience from previous roles at Swirl Technology and Swirl Insurance Services, The Wakefield Company, LLC, Customers Forever, LLC and Prudential Home Mortgage Company; Salomon Brothers, Inc.. Terry Wakefield holds a Bachelor of Science in Finance, General @ Utah State University. With a robust skill set that includes Finance, Mortgage Lending, Banking, Loans, Investments and more, Terry Wakefield contributes valuable insights to the industry.
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