Senior Vice President, Managing Director
Terry brings over 35 years of sales and marketing experience in the financial services industry to his role developing the firm’s comprehensive automatic rollover product.
Before joining Millennium Trust, he served as director of marketing and client service at Harris Associates, and also held positions at Chicago Title and Trust, Arthur Andersen, and Harris Trust and Savings Bank.
Terry has written on a number of retirement plan topics including plan terminations, search efforts for missing plan participants, uncashed checks, and bankruptcy and abandoned plans. His work has been published by the American Society of Pension Professionals and Actuaries (ASPPA), Sage’s Compensation & Benefits Review, International Foundation for Employee Benefits Plans, National Association of Bankruptcy Trustees, and Thomson Reuters’ Westlaw Journal.
He holds a bachelor's degree in economics from the University of Notre Dame, an M.B.A. in accounting and finance from the University of Chicago, and a master's degree in taxation from DePaul University. He has previously held the Certified Public Accountant®, Certified Financial Planner® and Personal Financial Specialist® designations.