Terry Dunne
Senior Vice President, Managing Director of Automatic Rollovers
Mr. Dunne brings over 30 years of extensive sales and marketing experience in the financial services industry to Millennium Trust. As Managing Director of the Automatic Rollover Solution, he has been actively involved in developing Millennium’s comprehensive Automatic Rollover product. Mr. Dunne has been published by organizations such as ASPPA, Sage’s Compensation & Benefits Review, International Foundation for Employee Benefits Plans (IFEBP), National Association of Bankruptcy Trustees (NABT) and Thomson Reuters’ Westlaw Journal on a number of retirement plan topics including plan terminations, search efforts for missing plan participants, un-cashed checks, and bankruptcy and abandoned plans.
Mr. Dunne's work experience includes a position as Director of Marketing and Client Service at Harris Associates where he created brand positioning strategies, built strategic alliances with key partners and launched innovative products and services. He also held positions as Vice President of Marketing with Chicago Title and Trust, Tax Manager with Arthur Andersen and Commercial Banking Officer with Harris Trust and Savings Bank.
Mr. Dunne has a bachelor's degree in Economics from the University of Notre Dame, an MBA in Accounting and Finance from the University of Chicago, and a master's in Taxation from DePaul University. He has attained the designations of Certified Public Accountant, CPA®; Certified Financial Planner, CFP®; and Personal Financial Specialist, PFS®.