Jeff Terrell, Cfa
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Jeff Terrell, Cfa Email & Phone Number

SVP-Senior Investment Officer at Members Trust Company
Location: Charlotte Metro, United States 4 work roles 1 school
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Current company
Members Trust Company
Role
SVP-Senior Investment Officer
Location
Charlotte Metro, United States
Company size
50 employees

Who is Jeff Terrell, Cfa? Overview

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Quick answer

Jeff Terrell, Cfa is listed as SVP-Senior Investment Officer at Members Trust Company, a with 50 employees, based in Charlotte Metro, United States. AeroLeads shows a matched LinkedIn profile for Jeff Terrell, Cfa.

Jeff Terrell, Cfa previously worked as SVP, Senior Analyst-Investment/Market strategy and Portfolio Construction | Author | Speaker at Truist Wealth and Chief Market Strategist & Portfolio Manager at Bb&T. Jeff Terrell, Cfa holds Bachelor Of Business Administration - Bba, Finance, General from Western Michigan University - Haworth College Of Business.

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Email format at Members Trust Company

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Members Trust Company

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Profile bio

About Jeff Terrell, Cfa

Jeff Terrell, Cfa is a SVP-Senior Investment Officer at Members Trust Company.

Current workplace

Jeff Terrell, Cfa's current company

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Members Trust Company
Members Trust Company
SVP-Senior Investment Officer
tampa, florida, united states
Website
memberstrust.com
Employees
50
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Company profile
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4 roles

Jeff Terrell, Cfa work experience

A career timeline built from the work history available for this profile.

Svp, Senior Analyst-Investment/Market Strategy And Portfolio Construction | Author | Speaker

Truist Wealth

Charlotte Metro

Dec 2019 - Dec 2023

Chief Market Strategist & Portfolio Manager

Bb&T

Charlotte Metro

Jul 2016 - Dec 2019

Chief Investment Officer

High Point Bank

High Point, North Carolina, United States

Feb 2003 - Jul 2016
Team & coworkers

Colleagues at Members Trust Company

Other employees you can reach at memberstrust.com. View company contacts for 50 employees →

XS Xander Smith Xander Smith Colleague at Members Trust CompanyTampa, Florida, United States View → JE Jessica E. Johnson Jessica E. Johnson Colleague at Members Trust CompanyGreater Kalamazoo Area, United States View → KO Katherine O’Steen Katherine O’Steen Colleague at Members Trust CompanyRiverview, Florida, United States View → JD Jonnathan De Jesus, Cfa Jonnathan De Jesus, Cfa Colleague at Members Trust CompanyGreater Tampa Bay Area, United States View → DG Denise Giansante Denise Giansante Colleague at Members Trust CompanyTampa, Florida, United States View → JM Judy Monteleone Judy Monteleone Colleague at Members Trust CompanyEl Paso, Texas, United States View → RK Ravi Kumar Srivastava Ravi Kumar Srivastava Colleague at Members Trust CompanyTampa, Florida, United States View → ML Meg Loitz Meg Loitz Colleague at Members Trust CompanyDenver, Colorado, United States View → RM Robert Moser Robert Moser Colleague at Members Trust CompanySeattle, Washington, United States View → LK Linda K. Blanchard Linda K. Blanchard Colleague at Members Trust CompanyTampa, Florida, United States View →
1 education record

Jeff Terrell, Cfa education

FAQ

Frequently asked questions about Jeff Terrell, Cfa

Quick answers generated from the profile data available on this page.

What company does Jeff Terrell, Cfa work for?

Jeff Terrell, Cfa works for Members Trust Company.

What is Jeff Terrell, Cfa's role at Members Trust Company?

Jeff Terrell, Cfa is listed as SVP-Senior Investment Officer at Members Trust Company.

Where is Jeff Terrell, Cfa based?

Jeff Terrell, Cfa is based in Charlotte Metro, United States while working with Members Trust Company.

What companies has Jeff Terrell, Cfa worked for?

Jeff Terrell, Cfa has worked for Members Trust Company, Truist Wealth, Bb&T, and High Point Bank.

Who are Jeff Terrell, Cfa's colleagues at Members Trust Company?

Jeff Terrell, Cfa's colleagues at Members Trust Company include Xander Smith, Jessica E. Johnson, Katherine O’Steen, Jonnathan De Jesus, Cfa, and Denise Giansante.

How can I contact Jeff Terrell, Cfa?

You can use AeroLeads to view verified contact signals for Jeff Terrell, Cfa at Members Trust Company, including work email, phone, and LinkedIn data when available.

What schools did Jeff Terrell, Cfa attend?

Jeff Terrell, Cfa holds Bachelor Of Business Administration - Bba, Finance, General from Western Michigan University - Haworth College Of Business.

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