Terri Echarte's Email & Phone Number
Providing personal financial & concierge services to Seniors, their Families, and Busy Professionals | Founder, Terri K. Echarte Consulting, LLC
Terri Echarte's Work Experience
Member, AADMM and Co-Lead for AADMM Florida Region
July 2020 to Present
Terri K. Echarte Consulting, LLC
July 2020 to Present
Senior Vice President, Private Banker and Lender
June 2013 to December 2016
Atlantic | Pacific Companies - Real Estate Advisory Group
January 2011 to June 2013
Regional Managing Director
June 2009 to January 2011
March 2006 to June 2009
Bank of America
Senior Vice President
February 1997 to March 2006
IBEX Institutional Advisors
Director, Client Relations and Marketing
January 1991 to January 1996
January 1986 to January 1991
I.R.E. Financial Corporation
January 1983 to January 1986
Terri Echarte's Education
University of Miami - School of Business
About Terri Echarte's Current CompanyTerri K. Echarte Consulting, LLC
Frequently Asked Questions about Terri Echarte
What company does Terri Echarte work for?
Terri Echarte works for Terri K. Echarte Consulting, LLC
What is Terri Echarte's role at Terri K. Echarte Consulting, LLC?
Terri Echarte is Principal Owner
What is Terri Echarte's Phone Number?
Terri Echarte's phone (305) ***-*133
What industry does Terri Echarte work in?
Terri Echarte works in the Individual & Family Services industry.
About Terri Echarte
Member, AADMM and Co-Lead for AADMM Florida Region @ American Association Of Daily Money Managers From July 2020 to Present Principal Owner @ Terri K. Echarte Consulting, LLC From July 2020 to Present Senior Vice President, Private Banker and Lender @ Gibraltar Private Bank & Trust From June 2013 to December 2016 Managing Director @ Atlantic | Pacific Companies - Real Estate Advisory Group From January 2011 to June 2013 Regional Managing Director @ Douglas Wilson Companies From June 2009 to January 2011 Managing Director @ HFF From March 2006 to June 2009 Senior Vice President @ Bank of America From February 1997 to March 2006 Director, Client Relations and Marketing @ IBEX Institutional Advisors From January 1991 to January 1996 Acquisitions @ United Trust Fund, Inc. From January 1986 to January 1991 Asset Manager @ I.R.E. Financial Corporation From January 1983 to January 1986
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In a nutshell
Terri Echarte's Ranking
Ranked #704 out of 14,086 for Principal Owner in Florida
Terri Echarte's Personality Type
Extraversion (E), Intuition (N), Feeling (F), Judging (J)
2 year(s), 0 month(s)
Terri Echarte's Willingness to Change Jobs
Open to opportunity?
There's 91% chance that Terri Echarte is seeking for new opportunities