Terry Allison

Terry Allison Email and Phone Number

Senior Financial Analyst, Senior Business Analyst, Manager of Operations, Securities and Currency Trader, Product Owner @
Terry Allison's Location
Fishers, Indiana, United States, United States
Terry Allison's Contact Details

Terry Allison personal email

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.

Terry Allison's Current Company Details
Self Employed

Self Employed

Senior Financial Analyst, Senior Business Analyst, Manager of Operations, Securities and Currency Trader, Product Owner
Terry Allison Work Experience Details
  • Self Employed
    Securities Trader
    Self Employed Dec 2017 - Present
  • Charles Schwab
    Manager / Senior Business Analyst
    Charles Schwab 2000 - Nov 2017
    San Francisco
    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.
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Terry Allison Skills

Financial Analysis Leadership Business Analysis Process Improvement Microsoft Office Strategic Planning Risk Management Change Management Project Management Analysis Management Business Process Improvement

Terry Allison Education Details

  • Indiana University
    Indiana University
    Accounting And Finance

Frequently Asked Questions about Terry Allison

What company does Terry Allison work for?

Terry Allison works for Self Employed

What is Terry Allison's role at the current company?

Terry Allison's current role is Senior Financial Analyst, Senior Business Analyst, Manager of Operations, Securities and Currency Trader, Product Owner.

What is Terry Allison's email address?

Terry Allison's email address is te****@****ail.com

What schools did Terry Allison attend?

Terry Allison attended Indiana University.

What are some of Terry Allison's interests?

Terry Allison has interest in Kayaking, Skiing, Gardening, Science, Mountain Biking.

What skills is Terry Allison known for?

Terry Allison has skills like Financial Analysis, Leadership, Business Analysis, Process Improvement, Microsoft Office, Strategic Planning, Risk Management, Change Management, Project Management, Analysis, Management, Business Process Improvement.

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