Terri McCready-Prohaska

Terri McCready-Prohaska has extensive work experience in the financial industry, particularly in roles related to product management and digital platform development. Terri served as the Director of Digital Product Development at AssetMark, where they provided strategic direction and guidance for a portfolio of projects. Prior to that, they worked as a Product Management Consultant at Charles Schwab for eight years. Terri also held positions at Schwab Institutional, where they served as the Product Manager & Online Development, and as the eDelivery Product Manager. Additionally, Terri McCready-Prohaska spent 17 years at Charles Schwab, where they held various positions including Director of Online Products Training and Director of Schwab.com Service Integration.

Terri McCready-Prohaska completed their undergraduate education at California State University-Sacramento from 1983 to 1987. During this time, they earned a Bachelor of Science degree in Finance, General and a minor in Economics.

In addition to their formal education, Terri has also obtained several certifications. In September 2022, they completed a course on "Stress-Testing for Superior Decision-Making" at Yale School of Management. In August 2022, they completed a course on "Understanding Customer Needs" at The Wharton School. Furthermore, in July 2022, Terri completed a course on "Implementing Winning Strategies" at Columbia Business School Executive Education.