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Terry Whelan Location
Boston, MA, US
Terry Whelan Work
2024 -now Vice President @
2019 -2024 Office of the CIO: Senior Portfolio Manager @
2017 -2019 Office of the CIO: Head of North America Bond Trading @
2016 -2017 Senior Portfolio Manager @
2009 -2016 Senior Research Analyst @
2005 -2009 Vice President @ STATE STREET GLOBAL MARKETS, LLC
2004 -2005 Senior Associate @ STATE STREET CAPITAL PTY LIMITED
1999 -2004 Associate @ STATE STREET GLOBAL MARKETS, LLC
Terry Whelan Education
Northeastern University
Master of Business Administration (M.B.A.)
2009
Cornell University
Bachelor's Degree (Bachelor of Science, Applied Economics and Business Management)
1998
Terry Whelan Skills
Financial Analysis
Business Analysis
Securities
Fixed Income
Capital Markets
Equities
Hedge Funds
Derivatives
Bloomberg
Investments
Portfolio Management
Mutual Funds
Terry Whelan Summary
Terry Whelan, based in Boston, MA, US, is currently a Vice President at State Street. Terry Whelan brings experience from previous roles at State Street. Terry Whelan holds a Master of Business Administration (M.B.A.) @ Northeastern University. With a robust skill set that includes Financial Analysis, Business Analysis, Securities, Fixed Income, Capital Markets and more. Terry Whelan has 2 emails and 1 mobile phone numbers on RocketReach.
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