Terri manages the workflow of the firm’s client services team, ensuring prompt and accurate client administration, which includes collateral production, client service reporting, and CRM maintenance. She previously served in a portfolio analytics position at River Road. Terri joined River Road in 2009.

‍Prior Experience

• Client Service Administrator, Brighton Jones LLC
• Contract Specialist, SunBridge Capital
• Staffing Manager, Robert Half International

Education

• BS in Sociology, University of Cincinnati

Certifications/Affiliations

• CIPM® certificate holder
• CFA Institute member
• CFA Society Louisville member