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
- 2015 -now Director of Operations and Financial Advisor @
- 2011 -2014 Operations and Institutional Sales @ Convergex Prime Services
- 2009 -2010 Vice Mergers and Acquisitions Business Development @
- 2001 -2009 Vice President @
- 1997 -2001 Equity Analyst @
- 1995 -1997 Equity Analyst @ David Tice & Associates
- 1992 -1993 Territory Manager @ White Swan
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 2 emails and 2 mobile phone numbers on RocketReach.
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Todd Terry
Director of Operations and Financial Advisor
Dallas, TX, US
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