Terry joined Carlson in 2018 and focuses on growing our Financial Outsourcing practice. He brings 20 years of diverse experience in the financial services industry. From the boardrooms of Wall Street to the rural back roads of New England, Terry has developed mutually beneficial partnerships for businesses of all sizes. He has considerable experience managing relationships at community, regional, and national levels. Prior to joining Carlson, Terry was responsible for raising institutional capital for alternative investment funds and then served as Vice President of Business Development for a Massachusetts-based firm focused on the SBA 504 loan program.
Terry is a current board member of the Lamoille Economic Development Corp., a Regional Economic Development Corp. serving Lamoille County, Vermont. He earned a Bachelor of Arts degree from Hobart College and a Master of Business Administration from Cornell University’s Johnson Graduate School of Management.