Investment Counselor
Current
May 2024 - Present
AeroLeads people directory · profile
Chad Terry Email & Phone Number
Investment Counselor
at
Fisher Investments
LinkedIn matched
✓ Verified May 2026
3 data sources
Profile completeness 86%
Current company
Role
Investment Counselor
Location
United States, United States, United States
Company size
Who is Chad Terry? Overview
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Quick answer
Chad Terry is listed as Investment Counselor at Fisher Investments, a company with 2996 employees, based in United States, United States, United States. AeroLeads shows a matched LinkedIn profile for Chad Terry.
Chad Terry previously worked as Executive Search Consultant at Jefferson Wells Usa and Private Client Banker at Jpmorgan Chase Bank, N.A.. Chad Terry holds Master’S Degree, Adult And Higher Education from University Of Oklahoma.
Company email context
Email format at Fisher Investments
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Fisher Investments
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Profile bio
About Chad Terry
Chad Terry is a Investment Counselor at Fisher Investments.
Current workplace
Chad Terry's current company
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Fisher Investments
6 roles · 16 years
Chad Terry work experience
A career timeline built from the work history available for this profile.
Executive Search Consultant
Jefferson Wells is a professional services firm delivering solutions in Finance & Accounting, Internal Audit, Risk & Compliance and Tax. We provide project consulting, integrated resourcing, and executive search solutions. Jefferson Wells is part of the ManpowerGroup of companies, which also includes Manpower, Experis, and Talent Solutions.
Apr 2022 - Nov 2023
Private Client Banker
2021 - 2022
~1 yr
Private Client Banker
2016 - 2021
~5 yrs
Field Service Representative
As a field operations manager, I traveled around the country to oversee the opening of new franchise locations and consult with existing locations. Store openings consisted of training the staff/franchisees, ensuring brand consistency, and helping oversee operations. The existing store visits consisted of maintaining brand consistency and evaluating.
2012 - 2016
~4 yrs
Learning And Development Specialist
As a learning specialist in the graduate program, I was responsible for developing professional relationships with student-athletes, organizing, teaching, supervising, and researching individual/group instruction.
2010 - 2012
~2 yrs
Team & coworkers
Colleagues at Fisher Investments
Other employees you can reach at fisherinvestments.com. View company contacts for 2996 employees →
MA
Marc Abell
Colleague at Fisher InvestmentsCamas, Washington, United States, United States
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OF
Oliver Farnes
Colleague at Fisher InvestmentsPortland, Oregon Metropolitan Area, United States
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MB
Mckenzie Bluhm
Colleague at Fisher InvestmentsWashougal, Washington, United States, United States
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CD
Charles Dornbush, Cfa
Colleague at Fisher InvestmentsCamas, Washington, United States, United States
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MM
Mason Minder
Colleague at Fisher InvestmentsCamas, Washington, United States, United States
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CM
Christie Mua
Colleague at Fisher InvestmentsDallas-Fort Worth Metroplex, United States
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GN
Gabriel Niles
Colleague at Fisher InvestmentsSt Augustine, Florida, United States, United States
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SM
Safi Mansuri
Colleague at Fisher InvestmentsUna, Gujarat, India, India
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JM
Joan Mulholland
Colleague at Fisher InvestmentsVancouver, Washington, United States, United States
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MC
Marisol Cordero-Goodman
Colleague at Fisher InvestmentsPortland, Oregon, United States, United States
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Marc Abell
Colleague at Fisher InvestmentsCamas, Washington, United States, United States
View →
OF
Oliver Farnes
Colleague at Fisher InvestmentsPortland, Oregon Metropolitan Area, United States
View →
MB
Mckenzie Bluhm
Colleague at Fisher InvestmentsWashougal, Washington, United States, United States
View →
CD
Charles Dornbush, Cfa
Colleague at Fisher InvestmentsCamas, Washington, United States, United States
View →
MM
Mason Minder
Colleague at Fisher InvestmentsCamas, Washington, United States, United States
View →
CM
Christie Mua
Colleague at Fisher InvestmentsDallas-Fort Worth Metroplex, United States
View →
GN
Gabriel Niles
Colleague at Fisher InvestmentsSt Augustine, Florida, United States, United States
View →
SM
Safi Mansuri
Colleague at Fisher InvestmentsUna, Gujarat, India, India
View →
JM
Joan Mulholland
Colleague at Fisher InvestmentsVancouver, Washington, United States, United States
View →
MC
Marisol Cordero-Goodman
Colleague at Fisher InvestmentsPortland, Oregon, United States, United States
View →
2 education records
Chad Terry education
Master’S Degree, Adult And Higher Education
Bachelor’S Degree, Multidisciplinary Studies- Enterprise Issues
FAQ
Frequently asked questions about Chad Terry
Quick answers generated from the profile data available on this page.
What company does Chad Terry work for?
Chad Terry works for Fisher Investments.
What is Chad Terry's role at Fisher Investments?
Chad Terry is listed as Investment Counselor at Fisher Investments.
Where is Chad Terry based?
Chad Terry is based in United States, United States, United States while working with Fisher Investments.
What companies has Chad Terry worked for?
Chad Terry has worked for Fisher Investments, Jefferson Wells Usa, Jpmorgan Chase Bank, N.A., Orange Leaf Frozen Yogurt, and University Of Oklahoma.
Who are Chad Terry's colleagues at Fisher Investments?
Chad Terry's colleagues at Fisher Investments include Marc Abell, Oliver Farnes, Mckenzie Bluhm, Charles Dornbush, Cfa, and Mason Minder.
How can I contact Chad Terry?
You can use AeroLeads to view verified contact signals for Chad Terry at Fisher Investments, including work email, phone, and LinkedIn data when available.
What schools did Chad Terry attend?
Chad Terry holds Master’S Degree, Adult And Higher Education from University Of Oklahoma.
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