Brian Terry
Senior Vice President - Trading Product Manager - Pershing X at BNY Pershing | Lake Mary, Florida, United States
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As Senior Vice President and Trading Product Manager at BNY Pershing, Brian Terry is at the forefront of innovation within the financial services industry, particularly through his pivotal role in the newly established Pershing X unit. This start-up initiative is dedicated to incubating and delivering transformative solutions that aim to redefine the advisory market. Brian's expertise in wealth management and trading strategies is instrumental as he leads the development of a cutting-edge trading and rebalancing application, leveraging SaFE Agile methodology to ensure a robust and responsive product lifecycle.
Brian's commitment to excellence is evident in his approach to project management and team performance. He emphasizes the importance of Key Performance Indicators (KPIs) to measure success and drive client satisfaction, ensuring that the solutions developed not only meet but exceed the expectations of financial advisors and their clients. His strong leadership skills foster a collaborative environment where innovation thrives, allowing his team to navigate the complexities of the trading landscape with agility and precision.
In addition to his technical acumen, Brian's background in relationship management and client success positions him uniquely to understand the needs of stakeholders in the advisory space. His ability to align product development with client objectives is a testament to his dedication to building lasting partnerships. As he continues to guide the evolution of trading solutions at Pershing X, Brian remains committed to the philosophy that while perfection may be unattainable, the pursuit of excellence is what drives meaningful progress in the financial industry.
Senior Vice President - Trading Product Manager - Pershing X at BNY Pershing in April 2022 to Present
Vice President - Wealth Solutions at BNY Pershing in May 2014 to April 2022
VP Investments & Operations & Chief Compliance Officer at Financial Management Concepts, Inc. in May 2002 to April 2014
Senior Registered Rep at Charles Schwab in August 1997 to May 2002
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Continuous Improvement
Product owner
Key Performance Indicators (KPIs)
Key Account Management
Client Success
Customer Relationship Management (CRM)
Scaled Agile Framework
Team Performance
Product Marketing
Marketing
Go-to-Market Strategy
Technology Design
Business Case Development
Organizational Vision
Product Strategy
Product Road Mapping
User Experience (UX)
Product Management
Product Design
Financial Advisory
Strategic Planning
Financial Services
Wealth Management
Portfolio Management
Operations Management
Change Management
Project Management
Brand Management
Business Process Improvement
Management
Negotiation
Leadership
Business Relationship Management
Series 24
Series 7
Relationship Management
Trading Systems
Trading Strategies
Project Leadership
Agile Project Management
Data-driven Decision Making
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Discover more about BNY PershingWhat is Brian Terry email address?
Email Brian Terry at [email protected] and [email protected]. This email is the most updated Brian Terry email found in 2026.
What is Brian Terry phone number?
Brian Terry phone number is +13212316349 and +14073763842.
How to contact Brian Terry?
To contact Brian Terry send an email to [email protected] or [email protected]. If you want to call Brian Terry try calling on +13212316349 and +14073763842. (updated on October 30, 2024)
What is Brian Terry net worth?
Brian Terry has an estimated net worth of $150,000 to $249,999
What company does Brian Terry work for?
Brian Terry works for BNY Pershing
What is Brian Terry's role at BNY Pershing?
Brian Terry is Senior Vice President - Trading Product Manager - Pershing X
What industry does Brian Terry work in?
Brian Terry works in the Financial Services industry.
Brian Terry Email Addresses
Brian Terry Phone Numbers
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