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Teri L. Henry, CMA, CFM, CFA has over 8 years of experience in operations and consulting for the financial services industry, and joined E/W Group in 2002 as Consulting Practice Director. She combines extensive project management, systems implementation and analytic skills with broad based domestic and international equity, fixed income, asset backed, repo and reverse, and derivative exposure to support business initiatives for investment advisors, insurance companies, banks, and corporate treasuries.
Most recently, Teri was with SS&C TECHNOLOGIES, INC., where she served as Vice President of Client Services. In that role, she was responsible for all aspects of client services (sales support, implementation, ongoing support, and general consulting) for the CAMRA investment accounting system, and the Antares portfolio modeling and trade order management product. Teri also held the position of Director, Center of Excellence where she was responsible for the creation of the certification training programs for CAMRA and Antares.
Previously, Teri was the Senior Manager of Investment Accounting for JACKSON NATIONAL LIFE INSURANCE COMPANY, where also she managed the implementation of a new investment accounting system. Prior to that, she was with DELTA DENTAL PLAN OF MICHIGAN as the Financial Team Leader Budgets and Reports, and again responsible for the implementation of a new investment accounting system. Teri also has five years of corporate financial management experience, primarily with GENERAL ELECTRIC. Teri holds a BA in Finance from Michigan State University, and is a Certified Management Accountant, Certified in Financial Management, and a Chartered Financial Analyst as well as being a graduate of GE’s Financial Management Program. | 