Terry has 24+ years experience in banking and financial services working as a Commercial Banking Relationship Manager and managed a team of Commercial Bankers. He has been the recipient of numerous awards including the prestigious Top Gun award at Wells Fargo and Bank of America and World’s Best Facilitator. His focus was helping privately held companies with annual revenues of up to $150MM. Having been through several business cycles Terry added value to many Los Angeles businesses through comprehensive analysis and utilization of financial engineering tools that helped companies make better strategic business decisions. Terry has funded over $100MM in loans in his career and has experience in optimizing treasury management tools allowing for efficient use of capital.
Born and raised in Los Angeles, Terry graduated from University of Southern California (USC) with a Bachelor of Science degree in Business Administration with Deans list honors with a dual emphasis in Marketing and Finance. He also attended UCLA and has a Personal Financial Planning (PFP) certification. Terry has held series 6, 63 security licenses and is also a licensed California Real Estate Broker. As a lifelong learner Terry just completed a rigorous Leadership Academy akin to an “Emotional Intelligence Boot Camp” which uniquely qualifies him to listen, understand the needs and aspirations of his clients.
As a long time resident of South Bay, Terry is a S.C.U.B.A. Diver, ocean swimmer and an advocate for preservation of Marine environments having been involved in local research on local kelp forest ecosystems. He is also a passionate Global Clean water advocate recently completing the Spring Aquatic Academy from the Aquarium of the Pacific in Long Beach. For 12 years Terry was the Executive Director and Founder of One Tribe, a non-profit dedicated to serving children in transitional housing in Los Angeles. He also was a art therapist volunteer for Free Arts for Abused Kids for 4 years. Terry attended Redondo Union HS and El Camino College where he competed in Track and Field as a hurdler. As an adolescent, Terry was a competitive figure skater and currently teaches roller skating on the strand through his Flow Skate Club in Redondo Beach.