Todd Terry Email & Phone Number
Director of Operations and Financial Advisor @ McElhenny Sheffield Capital Management
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Todd Terry Location
- Dallas, TX, US
Todd Terry Work
- Director of Operations and Financial Advisor @ (January 2015 - Present)
- Operations and Institutional Sales @ Convergex Prime Services (January 2011 - February 2014)
- Vice Mergers and Acquisitions Business Development @ (September 2009 - November 2010)
- Vice President @ (March 2001 - March 2009)
- Equity Analyst @ (January 1997 - January 2001)
- Equity Analyst @ David Tice & Associates (January 1995 - January 1997)
- Territory Manager @ White Swan (January 1992 - January 1993)
Todd Terry Education
- Texas Christian University
Master Of Business Administration (Finance)
1993-1995 - Texas A&M
Bachelor Of Business Administration (Management)
1987-1991
Todd Terry Skills
- Hedge Funds
- Portfolio Management
- Options
- Mergers & Acquisitions
- Prime Brokerage
- Trading
- Equities
- Securities
- Private Equity
- Valuation Analysis
- Financial Services
- Alternative Investments
- Business Development
- Financial Modeling
- Asset Management
- Contract Negotiation
- Due Diligence
- Client Services
- Term Sheet Development
- Account/Trade Reconciliation
- Pitch Books
- Relationship Management
- Strategic Planning
- Presentation Development
- Team Leadership
- Investments
- Mutual Funds
- Valuation
- Finance
- Series 7
- Financial Analysis
- Wealth Management
- Strategy
- Investment Strategies
- Account/Trade
- Mergers and Acquisitions
Todd Terry Summary
- Todd Terry, based in Dallas, TX, US, is currently a Director of Operations and Financial Advisor at McElhenny Sheffield Capital Management. Todd Terry brings experience from previous roles at Convergex Prime Services, Transfirst, Aspen Advisors, Part of the Chartis Group and Richmont. Todd Terry holds a 1993 - 1995 Master Of Business Administration in Finance @ Texas Christian University. With a robust skill set that includes Hedge Funds, Portfolio Management, Options, Mergers & Acquisitions, Prime Brokerage and more. Todd Terry has 1 emails and 2 mobile phone numbers on RocketReach.
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Top McElhenny Sheffield Capital Management Employees
Grant Morris
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Dallas, TX, US
Andy Hunt
Wealth Manager
Plano, TX, US
Ryan McKee
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Dallas, TX, US
Todd Terry
Director of Operations and Financial Advisor
Dallas, TX, US
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