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 operational and trading services product design, testing, and development. • 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 standpoint. • 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 and direction for firm operations, marketing, compliance and HR. • 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 the level of support they needed.

Master Of Business Administration - Mba, Business Administration

Bachelor Of Science - Bs, Marketing & Management