Verified recordFinancial Services

Jonathan Terry

Learning and Development Consultant at Lpl Financial

Based in San Diego County, United States

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Seniority

Manager

Department

Human Resources

Location

San Diego County

Industry

Financial Services

Company size

14K

Contact information

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Email

1 credit

j•••••••@••••••.com

Phone

5 credits

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Background

About Jonathan Terry

Highly accomplished finance professional with extensive experience working with alternative investments, non-traded REITs, business development companies, and specialized internal and external consulting. Experienced and highly tenured team player who delights in challenges relating to streamlining,championing business development, and has received numerous awards and internal recognition for developing new processes relating to company policy. Holds a BA in Finance, as well as an AA in Business Administration. Entrepreneur who has owned and managed various companies, including a business with the federal government. Served as a Regional Manager for a top Fortune 500 corporation for six years, managed 15-20 employees, successfully decreased customer's expenses by 10-15% per year, increased client satisfaction rates, and focused on contract and relationship management with corporations such as General Motors, NCR, and Kimberly Clark. Most unique skill is complex problem-solving, and teammates often refer to Mr. Terry to assist with processes and procedures, customer service, and conflict resolution. Athletic basketball player who possesses strong coaching and mentoring skills, and has donated volunteer hours to coaching basketball and football. Most recent coaching experience includes the YMCA Youth League, Standley Middle School, and La Jolla Country Day. Currently certified with USA Youth Basketball Development, under USA Basketball. Business Competencies: • Finance • Alternative Investments • Relationship Management • Strategic Planning • Operations Management • Business Development and Streamlining • Employee Retention/Morale Building • Project Management • Contract Negotiations • Entrepreneurship • Talent Management • Conflict Resolution Basketball Coach Competencies: • USA Basketball Certified • 13 years experience of youth coaching

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