Terry Wakefield Email & Phone Number
Co-Founder
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Terry Wakefield Location
- Thiensville, WI, US
Terry Wakefield Work
- 2017 -now Co-Founder @ Swirl Technology and Swirl Insurance Services
- 2017 -now President @ Swirl Technology and Swirl Insurance Services
- 2003 -now President and CEO @ The Wakefield Company, LLC
- 1998 -2003 President and Chief Executive Officer @ Customers Forever, LLC
- 1982 -1994 Managing Director and Vice President roles @ Prudential Home Mortgage Company; Salomon Brothers, Inc.
Terry Wakefield Education
- Utah State University
Bachelor of Science (Finance, General)
Terry Wakefield Skills
- Finance
- Mortgage Lending
- Banking
- Loans
- Investments
- Executive Management
- Mortgage Banking
- Business Planning
- Financial Services
- Loan Origination
- Strategy
- Mergers & Acquisitions
- Management
- Business Development
- Vendor Management
- Sales
- Risk Management
- Strategic Planning
- Leadership
- Growth Strategies
- Technology Innovations
- New Product Development
- Team Leadership
- Automated Loan Production
- Customer Experience
- Strategic Alliances
- Capital Markets
- Organizational Restructuring
- Process Optimization
- Intellectual Property
- Restructuring
- Mergers and Acquisitions
Terry Wakefield Summary
- Terry Wakefield, based in Thiensville, WI, US, is currently a Co-Founder at Swirl Technology and Swirl Insurance Services. Terry Wakefield brings 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.
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