Brian Terry

Brian Terry Email and Phone Number

Professional with 25+ years of diverse experience in financial services client-facing and tech implementation roles @ BNY Pershing
Brian Terry's Location
Lake Mary, Florida, United States, United States
About Brian Terry

“Perfection is not attainable, but if we chase perfection, we can catch excellence.” — Vice Lombardi I have always had a strong work ethic; my parents instilled that in me. Doing things right is the fabric of my being. This quote resonates with me because it reminds me that nobody is perfect, and you can still make achievements even if mistakes are made along the way. Just keep going, and you can deliver excellent results. I try to instill this belief in both my own team and those I partner with. There are never negative consequences for trying something new or trying to make something better. I want those around me to be innovative and aspire to excellence every day, whether that is with a client or a project they are working on. My most recent position leading on a team to build a brand new trading platform was not fully formed when I agreed to take it, but I made sure our goal of creating a customer-grade experience was always top of mind. I encouraged my team to give their all every day, to push past the ordinary for a shot at excellence. Being a key part in making decisions about this new platform and helping get the best out of everyone involved was electrifying! Now the goal is to find ways to make the applications better and the client experience more engaging. This idea of building new things and then continuously improving them is what makes me want to go to work everyday. You Wouldn’t Guess • I can trace my roots back to the Mayflower; I am descended from Richard Warren. • I am an avid pickleball player. If you have similar interests, experiences, and goals, let’s connect!

Brian Terry's Current Company Details
BNY Pershing

Bny Pershing

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Professional with 25+ years of diverse experience in financial services client-facing and tech implementation roles
Brian Terry Work Experience Details
  • Bny Pershing
    Senior Vice President - Trading Product Manager - Pershing X
    Bny Pershing Apr 2022 - Present
    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.
  • Bny Pershing
    Vice President - Wealth Solutions
    Bny Pershing May 2014 - Apr 2022
    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.
  • Financial Management Concepts, Inc.
    Vp Investments & Operations & Chief Compliance Officer
    Financial Management Concepts, Inc. May 2002 - Apr 2014
    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.
  • Charles Schwab
    Senior Registered Rep
    Charles Schwab Aug 1997 - May 2002
    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.

Brian Terry Skills

Helping Clients Succeed Financial Advisory Strategic Planning Account Management Financial Services Wealth Management Portfolio Management Retirement Planning Investments Investment Advisory Alternative Investments Equities Mutual Funds Securities Operations Management Change Management Asset Allocation Project Management Sec Filings Brand Management Crm Business Process Improvement Management Negotiation Leadership Business Relationship Management Series 65 Series 24 Compliance Series 7 Relationship Management

Brian Terry Education Details

  • Ucf College Of Business
    Ucf College Of Business
    Business Administration
  • Siena College
    Siena College
    Marketing & Management

Frequently Asked Questions about Brian Terry

What company does Brian Terry work for?

Brian Terry works for Bny Pershing

What is Brian Terry's role at the current company?

Brian Terry's current role is Professional with 25+ years of diverse experience in financial services client-facing and tech implementation roles.

What is Brian Terry's email address?

Brian Terry's email address is bt****@****ail.com

What is Brian Terry's direct phone number?

Brian Terry's direct phone number is +132123*****

What schools did Brian Terry attend?

Brian Terry attended Ucf College Of Business, Siena College.

What are some of Brian Terry's interests?

Brian Terry has interest in Exercise, Home Improvement, Reading, Shooting, Gourmet Cooking, Sports, Golf, Home Decoration, Photograph, Cooking.

What skills is Brian Terry known for?

Brian Terry has skills like Helping Clients Succeed, Financial Advisory, Strategic Planning, Account Management, Financial Services, Wealth Management, Portfolio Management, Retirement Planning, Investments, Investment Advisory, Alternative Investments, Equities.

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