TB

Terry Baehner

Operations at Purshe Kaplan Sterling Investments (PKS)

Terry Baehner has extensive experience in operations within the financial industry, currently working at Purshe Kaplan Sterling Investments (PKS) and previously at 1st Global and HD Vest Financial Services. With SIE and Series 7 licenses, they specialize in new account establishment and resolving escalations effectively. Their education includes a Master's Degree in Finance from Texas A&M University-Commerce.

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Peers

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Timeline

  • Operations

    April, 2021 - present