I have a compassion for teaching, along with a wealth of experience in the business world. I spent 25 years in banking, 10 years in retail banking, with 5 of those years as a branch manager. The last 15 years of my banking career were spent as a private banker, catering to the financial and estate planning needs of wealthy clients in Naples.
Last year I decided to leave banking and start my own financial planning consulting service. I also just finished writing a book about the Great Recession titled "Money Talks: A Banker Speaks Out on the Great Financial Lessons from the Great Recession". The book will be available to the general public by the middle of August, 2011.
I received my undergraduate degree from Indiana University in Bloomington, Indiana, with a major in Marketing and a minor in Advertising. I received my certification as a Certified Financial Planner (CFP) from the School of Financial Planning in Denver, CO in 1991. I also hold a Series 7 General Securities license which I received in 2005.
Several years ago I taught 2 general banking classes through Edison College in Naples and realized how much I enjoyed teaching others what I have learned.
I take each teaching assignment very seriously and would welcome an opportunity to share my assistance with any potential student.
Terry I have a compassion for teaching, along with a wealth of experience in the business world. I spent 25 years in banking, 10 years in retail banking, with 5 of those years as a branch manager. The last 15 years of my banking career were spent as a private banker, catering to the financial and estate planning needs of wealthy clients in Naples.
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I have been in the banking industry for the last 27 years. I have worked with many business owners in helping them with their banking and credit issues. I started and operated my own business for two years, starting in 2011, before I got back into banking about one year ago.
I majored in Marketing in the School of Business in college. I have been in sales for the last 30 years, 25 of which was in banking. As a salesman I had to market both myself and my company. As of one year ago, I started my own financial planning business and have set up marketing through social media (Facebook, Twitter, and LinkedIn) and through various advertising media. In September of 2011 I published a book called "Money Talks: A Banker Speaks Out on the Great Recession". I am now in the midst of marketing that book and have set up and made several presentations discussing the book. I have many good ideas and significant marketing background to be able to help other with their marketing issues.
Studying is about learning and retaining knowledge. For children, the best way to learn is to make it challenging and fun. It is also about breaking down the concepts they are trying to learn into the most basic components possible.
The best way I learn is to set the objectives for the studying, putting a time frame on each study session, reviewing and quizzing at the end of that session, and then taking 5 to 10 minutes to blow off steam and burn off that stored energy.
I used this concept a few years ago when I taught banking classes through Edison College in Naples.
I also used this concept when I wrote my book, setting goals each day of how much I would read, research, and write any given day.
I have also, within the last few months, studied for and passed the Series 7 exam (General Securities license) and my Series 66 exam (State of Florida securities license).
I believe this background gives me a good background for teaching others.