Junior Advisor
Current
Bentley Asian Networking Group
Apr 2024 - Present
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Terrence Xia Email & Phone Number
Finance major at Bentley University
at
Bentley Investment Group
LinkedIn matched
✓ Verified Jul 2026
3 data sources
Profile completeness 86%
Current company
Role
Finance major at Bentley University
Location
Marietta, Georgia, United States
Company size
Who is Terrence Xia? Overview
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Quick answer
Terrence Xia is listed as Finance major at Bentley University at Bentley Investment Group, a with 77 employees, based in Marietta, Georgia, United States. AeroLeads shows a matched LinkedIn profile for Terrence Xia.
Terrence Xia previously worked as Junior Advisor at Bentley Asian Networking Group and Finiancial sector member at Bentley Investment Group. Terrence Xia holds Bachelor Of Science - Bs, Finance, Capital Markets, International Economics, Cis from Bentley University.
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Email format at Bentley Investment Group
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Bentley Investment Group
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Profile bio
About Terrence Xia
I am currently a rising junior at Bentley University pursuing a major in Finance and minor in International Economics and Computer Information Systems. I am a detail-oriented person with strong multitasking and analytical skills. On campus I am involved with the financial sector at Bentley Investment Group and Bentley Asian Networking Group. I have always been interested in investing and financial derivatives.
Current workplace
Terrence Xia's current company
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Bentley Investment Group
6 roles
Terrence Xia work experience
A career timeline built from the work history available for this profile.
Finiancial Sector Member
Current
Sep 2022 - Present
Portfolio Management Development Program Volunteer
- Gained perpetual access to the content by testing the Portfolio Management Development Program- Provided weekly expertise feedback leveraging knowledge in finance and portfolio management- Posted weekly macroeconomic research for a period of six months on the APAC region in private LinkedIn group- Attended live lectures and assessed the difficulty level of each section exam and all Tri Term exams
Aug 2024 - Dec 2024
Finance Ai Trainer
- Trained AI models by prompting and answering questions related to the Finance, Economics, and CS fields- Evaluated and ranked responses generated by AI models- Leveraged knowledge in Finance to assess the factuality and relevance of text produced by AI models
May 2024 - Jul 2024
Investment Banking Intern
- Calculated financial metrics for company’s clients’ debt financing investment ranging from $1B to $10B- Assisted in generating due diligence reports by interviewing clients and reading their financial reports- Analyzed client’s financial metrics and created charts for report using Microsoft Excel and Word- Participated in meetings to discuss profitable investments in various large-scale infrastructure projects
Jul 2023 - Aug 2023
Assistant Swim Coach
The East Hampton Hurricanes
- Taught children from 5 - 18 years old advanced swimming skills and helped improve certain techniques- Created swimmer line-ups for competitive meets using Excel to optimize team performance- Organized and planned multiple swim meets, showcasing exceptional event coordination- Organized team bonding events to build and maintain relations with coaches, swimmers, and parents
May 2022 - Jun 2022
Team & coworkers
Colleagues at Bentley Investment Group
Other employees you can reach at bentleyinvestmentgrp.com. View company contacts for 77 employees →
SB
Sam Berchansky
Colleague at Bentley Investment GroupGreat Neck, New York, United States
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RB
Romin Bakhtiyor
Colleague at Bentley Investment GroupWakefield, Massachusetts, United States
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LM
Luca Muscedere
Colleague at Bentley Investment GroupCotuit, Massachusetts, United States
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JL
Jeffrey Lin
Colleague at Bentley Investment GroupLynnfield, Massachusetts, United States
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RS
Richie Sjoberg
Colleague at Bentley Investment GroupWaltham, Massachusetts, United States
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MH
Marcus Harrison
Colleague at Bentley Investment GroupFloral Park, New York, United States
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AS
Aidan Swenson
Colleague at Bentley Investment GroupWaltham, Massachusetts, United States
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MP
Max Provencher
Colleague at Bentley Investment GroupBoston, Massachusetts, United States
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WH
William Hynes
Colleague at Bentley Investment GroupNorth Port-Sarasota Area, United States
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CB
Catalina Borrero Ruiz
Colleague at Bentley Investment GroupWaltham, Massachusetts, United States
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Sam Berchansky
Colleague at Bentley Investment GroupGreat Neck, New York, United States
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RB
Romin Bakhtiyor
Colleague at Bentley Investment GroupWakefield, Massachusetts, United States
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LM
Luca Muscedere
Colleague at Bentley Investment GroupCotuit, Massachusetts, United States
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JL
Jeffrey Lin
Colleague at Bentley Investment GroupLynnfield, Massachusetts, United States
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RS
Richie Sjoberg
Colleague at Bentley Investment GroupWaltham, Massachusetts, United States
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MH
Marcus Harrison
Colleague at Bentley Investment GroupFloral Park, New York, United States
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AS
Aidan Swenson
Colleague at Bentley Investment GroupWaltham, Massachusetts, United States
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MP
Max Provencher
Colleague at Bentley Investment GroupBoston, Massachusetts, United States
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WH
William Hynes
Colleague at Bentley Investment GroupNorth Port-Sarasota Area, United States
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CB
Catalina Borrero Ruiz
Colleague at Bentley Investment GroupWaltham, Massachusetts, United States
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3 education records
Terrence Xia education
Bachelor Of Science - Bs, Finance, Capital Markets, International Economics, Cis
Bachelor Of Science - Bs, Finance
High School Diploma
FAQ
Frequently asked questions about Terrence Xia
Quick answers generated from the profile data available on this page.
What company does Terrence Xia work for?
Terrence Xia works for Bentley Investment Group.
What is Terrence Xia's role at Bentley Investment Group?
Terrence Xia is listed as Finance major at Bentley University at Bentley Investment Group.
Where is Terrence Xia based?
Terrence Xia is based in Marietta, Georgia, United States while working with Bentley Investment Group.
What companies has Terrence Xia worked for?
Terrence Xia has worked for Bentley Asian Networking Group, Bentley Investment Group, Ivyline Capital Group, Outlier, and China Reinsurance Group Company.
Who are Terrence Xia's colleagues at Bentley Investment Group?
Terrence Xia's colleagues at Bentley Investment Group include Sam Berchansky, Romin Bakhtiyor, Luca Muscedere, Jeffrey Lin, and Richie Sjoberg.
How can I contact Terrence Xia?
You can use AeroLeads to view verified contact signals for Terrence Xia at Bentley Investment Group, including work email, phone, and LinkedIn data when available.
What schools did Terrence Xia attend?
Terrence Xia holds Bachelor Of Science - Bs, Finance, Capital Markets, International Economics, Cis from Bentley University.
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