Terry Wakefield Email & Phone Number
Co-Founder
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Terry Wakefield Location
- Thiensville, WI, US
Terry Wakefield Work
- Co-Founder @ Swirl Technology and Swirl Insurance Services (February 2017 - Present)
- President @ Swirl Technology and Swirl Insurance Services (January 2017 - Present)
- President and CEO @ The Wakefield Company, LLC (January 2003 - Present)
- President and Chief Executive Officer @ Customers Forever, LLC (January 1998 - January 2003)
- Managing Director and Vice President roles @ Prudential Home Mortgage Company; Salomon Brothers, Inc. (August 1982 - December 1994)
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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