TERRI - Key Persons

Job Titles:

• Manager
• Founder and Owner of Terri K. Echarte Consulting
• Member of AADMM
• Standards of Practice

Terri is the Founder and Owner of Terri K. Echarte Consulting, LLC and has over 30 years of experience in business, real estate finance, banking and client relations. She has held Senior Vice President and Managing Director positions at Bank of America and HFF (now JLL) in commercial real estate lending and investment banking arranging debt on behalf of private, corporate and institutional owners and sponsors of large commercial real estate projects. Terri was also a Senior Vice President and Private Banker serving high net worth clients, individuals and families and has experience managing complex financial relationships in her role as a fiduciary. She has extensive experience working in a regulated environment and dealing with compliance activities. Terri obtained her MBA from the University of Miami and has a BS from the College of Business Management at Boston College. Originally from New Jersey, Terri relocated to South Florida in the early 80's. She and her husband are proud residents of Miami Beach, which has been home for more than 30 years and where they raised their two amazing sons. Terri is a proud member of AADMM (the American Association of Daily Money Managers). She has been background checked and is insured as a Daily Money Manager.