Brian Terry Email & Phone Number

Jersey City, New Jersey, US

• Pershing X is a new start-up unit to incubate, engineer and deliver breakthrough solutions that will transform the advisory market.
• I am a member of the inaugural team building a trading and rebalancing application from the ground up using SaFE Agile methodology.
• I focused on guiding development of the newly launched trading platform where advisors can manage their business efficiently and effectively, with primary responsibility for user experience (UX), and assist with.
• By partnering with many other product managers, I ensure all applications align, including sharing work progress, problems, and ideas.
• My responsibilities include visualizing each aspect of the program and creating requirements for designers to mockup and then, working together with business analysts, developers and quality control, launch the product.
• I also support the sales team by going on calls to potential clients and demonstrating the platform as an SME to assist with the sales process.

Jersey City, New Jersey, US

• By moving to this position, I assumed additional and large-scope responsibilities/exposure, helping RIA and broker-dealer clients make good decisions about running their companies, primarily from a clearing operations.
• The account management position consisted of marketing/upselling and working with clients to implement solutions.
• Previously, I handled 6-9 relationships with multibillion-dollar clients generating $35M+ in annual revenue.
• I managed contract and operational compliance, risk mitigation, and KYC responsibilities; initiated and managed client projects through regular engagement.

Winter Springs, FL, US

• I advanced from Financial Planner to managing office operations in just 1 month, with authority for everything from hiring to managing portfolios, investments, tax planning, and trading to providing strategic vision.
• My responsibilities included leading veteran wealth advisors and staff serving high net-worth clients and personally meeting with clients to advise on wealth management and financial planning.
• I managed and coordinated with multiple outsourced providers and searched for ways to decrease costs.
• I also analyzed industry trends with potential impact on budget and overall operations.

Westlake, Texas, US

• Initially, I worked in customer service while waiting for licensing (4 months), quickly advancing from Level 1 to 3 trader and from General Service Group to working with higher net-worth clients and hyper active traders.
• Working with a team of 6, we shared a $5B client portfolio, including onboarding clients, presenting service model benefits, and consulting on custom trading strategies based on client’s net worth, trading volume, and.

Master Of Business Administration - Mba, Business Administration

Bachelor Of Science - Bs, Marketing & Management