Financial Services Sales Manager
Resume:
Experience:
John N. Terzis
Northfield, IL 60093
Oakton Investment Management: 2006-2022: President/CEO Retired. Sold business to partners. Midwest Financial and Investment, Services, Inc.
and Raymond James Financial Services, Inc.: 2005-2006: Financial Advisor MB Investment Services, Inc. 1995-2005:
Broker/Dealer affiliations with MB Investment Services, Inc.:
-Vision Investment Services, Inc.: 2003-2005 - Producing Vice President of Sales. 2003 and 2004 Pinnacle Council.
-Raymond James Financial Services, Inc.: 1999-2003 - member of the Leaders Council in 2002 and 2003. OSJ Producing Sales Manager for the number one Financial Institutions Division Branch. Member of the Technology Advisory Committee. Guest Speaker at 2002 and 2003 National Sales Conferences.
-Marketing One Securities, Inc.: 1995-1999 - OSJ, Producing Sales Manager. Liberty Securities Corporation and Superior Insurance and Financial Services, Inc.: 1993-1995 - Investment Executive
US Bank Investment Services, Inc.: 1992-1993 - Investment Services Officer. The Copeland Companies: 1990-1992 - Sales Manager, Registered Representative. Sell and service group qualified retirement plans. American Express Financial Advisors, Inc.: 1988-1990: Registered Representative. Office of the Governor Tommy Thompson Madison, Wisconsin Aug-Dec, 1987: Intern to the Press Secretary. Leader of the team providing media information to the Governor and Wisconsin Legislators. Education:
University of Wisconsin at Madison 1987: Bachelor of Science - Major: Economics Series 7, 24, 63, 65
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