Securities Trader
Current
Self Employed
Dec 2017 - Present
AeroLeads people directory · profile
Terry Allison Email & Phone Number
Securities Trader
at
Self Employed
1 work email found
@schwab.com
LinkedIn matched
✓ Verified August 2026
4 data sources
Profile completeness 100%
Current company
Self Employed
Role
Securities Trader
Location
Fishers, Indiana, United States
Who is Terry Allison? Overview
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Quick answer
Terry Allison is listed as Securities Trader at Self Employed, based in Fishers, Indiana, United States. AeroLeads shows a work email signal at schwab.com and a matched LinkedIn profile for Terry Allison.
Terry Allison previously worked as Manager / Senior Business Analyst at Charles Schwab. Terry Allison holds Bs Finance, Accounting And Finance from Indiana University.
Company email context
Email format at Self Employed
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{first}.{last}@schwab.com
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AeroLeads found 1 current-domain work email signal for Terry Allison. Compare company email patterns before reaching out.
Profile bio
About Terry Allison
Experienced corporate finance and investment industry professional. Proven leader, motivator and team player. Flexible and creative business analyst and product owner. Ability to prioritize and manage multiple projects simultaneously. Excel at developing relationships and actively managing business partners to optimize processes. Strong record of developing talent and fostering engagement. Proactive financial leader with experience monitoring financial performance through collecting and managing financial data to ensure quality, accuracy and a focused analytical review. Series 7, 63, 9, 10 licensed.
Listed skills include Financial Analysis, Leadership, Business Analysis, Process Improvement, and 8 others.
Current workplace
Terry Allison's current company
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Self Employed
2 roles · 27 years
Terry Allison work experience
A career timeline built from the work history available for this profile.
Manager / Senior Business Analyst
Lead and motivate a team of tax professionals and software engineers to meet tight deadlines with flawless results. Interpret IRS and state tax rules, regulations then implement project solutions. Create and improve business processes for multiple mission critical projects.- Simultaneously managing multiple high risk regulatory projects.- Automated several complex manual tax production processes.- Perpetual creation and implementation of process improvements. - Ability to prioritize and manage multiple projects simultaneously.- Project owner of Unrelated Business Taxable Income / 990-T, 1099-R, 5498, 1099-Q, 5498-ESA, and 2439.- Daily reconciliation of TEFRA/NRA and state withholding tax payments.
2000 - Nov 2017
1 education record
Terry Allison education
-
Indiana University
FAQ
Frequently asked questions about Terry Allison
Quick answers generated from the profile data available on this page.
What company does Terry Allison work for?
Terry Allison works for Self Employed.
What is Terry Allison's role at Self Employed?
Terry Allison is listed as Securities Trader at Self Employed.
What is Terry Allison's email address?
AeroLeads has found 1 work email signal at @schwab.com for Terry Allison at Self Employed.
Where is Terry Allison based?
Terry Allison is based in Fishers, Indiana, United States while working with Self Employed.
What companies has Terry Allison worked for?
Terry Allison has worked for Self Employed and Charles Schwab.
How can I contact Terry Allison?
You can use AeroLeads to view verified contact signals for Terry Allison at Self Employed, including work email, phone, and LinkedIn data when available.
What schools did Terry Allison attend?
Terry Allison holds Bs Finance, Accounting And Finance from Indiana University.
What skills is Terry Allison known for?
Terry Allison is listed with skills including Financial Analysis, Leadership, Business Analysis, Process Improvement, Microsoft Office, Strategic Planning, Risk Management, and Change Management.
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