Terry Mitchell

Terry Mitchell has over 20 years of work experience in various roles. Terry began their career in 2001 as a Logistics Readiness Officer for the II Marine Expeditionary Force, CBIRF, U.S.M.C. where they conducted weekly training exercises, created a Marine flow model, and increased medical readiness. After leaving the Marine Corps, Terry Mitchell joined National Securities Corporation as an Investment Advisor in 2013. In 2015, they moved to Associated Renewable Inc. as a Capital Fund Manager. In 2010, they joined CydCor Connection as a Regional Sales Manager. From 2016 to 2018, Terry Mitchell worked at AXA Advisors, LLC as a Wealth Manager, where they created strategic partnerships with CPA's, lawyers, private equity managers, investors, financial planners, real estate agents, and other intermediaries in order to successfully meet the needs of $800 MM in client asset needs. From 2018 to 2022, they worked at AYCE as the Chief Operating Officer, where they were responsible for providing strategic financial guidance to developing stage corporations. In 2018, they also joined FBW Advisory as a Principal. Currently, Terry Mitchell is working at EMTECH as the VP of Finance and Operations since 2022.

Terry Mitchell attended Grand Canyon University from 2008 to 2010, where they studied Economics. Terry obtained a Life, Health and Accident certification from the NASD in October 2015 and a Licensed Fiduciary certification from FINRA in March 2015. Terry also holds a Series 63, Series 7 License, and Uniform Investment Advisement Law Series 65 from the Financial Industry Regulatory Authority (FINRA).