Teri began her career at Prudential Securities in 1989 and moved to Morgan Stanley/Dean Witter in 1990. Beginning as a registered sales assistant, Teri later moved into the role of account executive, where she gained experience and enjoyment in equity options.
Teri handles the onboarding process of new accounts at Sheaff Brock and maintains the ongoing administrative functions of client accounts for the firm's portfolio consultants.
Current role
Administrative Coordinator at 350.org
Administrative Coordinator at The Column Group
Administrative Coordinator at Milford Rentals
Administrative Coordinator at New Door Ventures
Administrative Coordinator at All The Comfort of Home, Inc