Terrence Petree

Financial Associate

Terrence Petree, MBA, is an experienced financial professional currently serving as a Financial Associate at Thrivent since January 2019. Previously, Terrence worked as an Investment Advisor at Merrill Edge from January 2017 to January 2019, where responsibilities included managing and enhancing banking and investment relationships. Terrence's background also includes consulting at SMSI from May 2010 to February 2014, focusing on developing proprietary reports and communications in top national markets. As the owner of Petree Creative Group during the same timeframe, Terrence focused on creating sales collateral for various clients, including public companies and professional athletes. Additionally, Terrence was a Men's Basketball Player at the University of North Carolina at Chapel Hill, leading the team under Coach Roy Williams. Academic credentials include an MBA in Finance from Seton Hall University and a BA from the University of North Carolina at Chapel Hill.

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