Aif® Terri Pope

Terri Pope, AIF®, MBA has a diverse work experience spanning over 15 years. Their most recent position is with CAPTRUST, where they serve as a Client Relationship Manager and a Senior Client Management Consultant. In these roles, they are responsible for managing client relationships and providing strategic advisory services. Prior to joining CAPTRUST, Terri worked at Wells Fargo as a Trust Officer, where they provided trustee services and recordkeeping for non-qualified plans. Before that, they were employed at MBL Advisors, Inc., a McColl Bros Lockwood Company, as a Senior Plan Administrator, overseeing funding administration and policy service for clients. Earlier in their career, Terri held various roles at Wachovia, a Wells Fargo Company, including Senior Client Services Specialist and Case Designer. Terri's background demonstrates their expertise in client relationship management, trust services, and plan administration.

Terri Pope, AIF®, MBA, completed their education with a Bachelor of Science degree in Accounting and Finance from UNC Greensboro. Terri attended the university from 2001 to 2005, focusing on these fields of study. Following their undergraduate studies, Terri Pope pursued a Master of Business Administration (MBA) degree in Business Management at Strayer University. From 2007 to 2009, they engaged in this program, further enhancing their knowledge and skills in the realm of business.