Terrence King Email & Phone Number

Stowe, VT, US

Stowe, VT

• Co-managed customer base sales for Alight's Adaptive Insights / Workday Practice, deploying consultants for new projects and integrations.
• Oversaw consistent year-over-year growth of the customer base, achieving high client satisfaction and zero unexpected client losses.
• Led the development and growth of the outsourced financial services division with small businesses and potential partners across New England.
• Maintained consistent relationships with 200-250 existing clients, fostering long-term engagement.
• Worked closely with internal team members and Customer Base Executives at Workday / Adaptive to enhance service delivery and client satisfaction.
• Collaborated with team members to develop and present tailored product offerings to meet the needs of diverse client groups.

Stowe, VT

• Selected to rebuild and grow the remote-based sales office for a private non-profit economic development organization.
• Collaborated with bank loan officers, accountants, real estate brokers, attorneys, and clients to identify and structure the most beneficial financing programs for project needs.
• Tasked with building and managing relationships with commercial lenders at community, regional, and national banks, representing the US Small Business Administration 504 Lending program.
• Managed the complex application process and deal details from concept to final submission to the federal government’s Small Business Administration for approval.
• Collected all applicable information and assembled “deal memos” and project packages, submitting deals to Bay Colony underwriters.
• Oversaw six to eight projects at any given time, each averaging $1M, while consistently networking and developing new business opportunities.

Greenwich, CT

• Sourced capital within an investment banking organization offering business advisory services and private capital raising.
• Successfully assisted domestic and international corporations, asset managers, and entrepreneurial companies.
• Sourced capital for alternative investment funds and direct placement transactions, including off-market commercial real estate opportunities.
• Developed relationships and managed dialogues with institutional investors such as high-net-worth individuals, family offices, and global, multi-billion-dollar pension and endowment funds.
• Served as a founding partner at Chatsworth Energy Partners, sourcing capital for renewable energy development.
• Managed institutional fundraising engagements for startup alternative investment funds, including a UK-based insurance advisor and a California-focused real estate fund.

New York, NY

• Oversaw sales of equity-based investment products, including research and corporate financial transactions such as public offerings and private investments in public equity (PIPEs).
• Worked for a full-service, boutique investment bank dedicated to small cap and emerging growth companies and their investors.
• Developed and managed relationships with US-based mutual fund and hedge fund portfolio managers.
• Hosted 25 institutional investors on a tour of Mainland China to explore investment opportunities.

Boston, MA

• Co-managed relationships with a broad range of institutional pension clients, including UPS, Lucent Technologies, and Virginia Retirement System.
• Oversaw a portfolio of clients with combined assets under custody exceeding $100B, generating approximately $21M in annual revenue.
• Initiated marketing and cross-selling of financial services to develop and grow client relationships.
• Received the 2003 Team Service Excellence Award for outstanding service on a $35B public fund relationship.
• Awarded the 2002 Premier Achievement Award for innovative and superior client service.

Wellesley, Massachusetts, United States

• Managed investor relations, receivables, and payables for a web-based start-up.
• Implemented benefits programs for company employees.
• Developed marketing pitch materials and presented them to prospective clients.

Boston, MA

Masters Business Administration

Ba, American Studies/European History

Irish Studies

Education record