Senior Vice President, Managing Director
Terry was responsible for executing key strategies, managing and developing the Retirement Services team at Millennium Trust for 15 years. Terry recently retired from a 40 year sales and marketing career in the financial services industry.
Prior to 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 for several different publications, including 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.