Oscar Teran

Background

About Oscar Teran

Strategic, dynamic, and collaborative executive leader with extensive knowledge of Wealth Management servicing high net worth clients, trusts, and foundations. Bilingual and multicultural professional, with strong advocacy for diversity and inclusion, and executive leadership experience in board organizations to help develop and promote the Latino segment. Over 25 years of experience and increased responsibilities in investments and fiduciary services, strategic planning, sales management, and transformational leadership. Consistently delivers on business growth expectations and propels low-performing markets into top ranks by leveraging influence management and building high-performing teams through diverse talent acquisition. Promotes strong relationships with colleagues and partners across a highly matrixed organization. Leverages superior interpersonal and communication skills to complete strategies and deliver results. Specialties: Business Strategy, Team Leadership, Fiduciary Standards, Investment Management, Financial Analytics, Budgeting and Planning, High Net Worth Growth, Sales Management, Team Building, Recruiting and Talent Development.