Profil
Mr. Andrew Terrell, CFA, is a Managing Director at Stephens, Inc. He is a Research Analyst covering West Coast banks.
Previously, he was a Senior Associate covering East Coast Banks, and prior to that West Coast banks.
Before joining Stephens in December 2017, he worked in wealth management at Silver Oak Securities.
Mr. Terrell graduated with a B.S.B.A.
in accounting and finance from the University of Tennessee.
He earned his Chartered Financial Analyst (CFA) designation in 2021.
Aktive Positionen von Andrew Terrell
| Unternehmen | Position | Beginn |
|---|---|---|
Stephens, Inc.
 Stephens, Inc. Investment Banks/BrokersFinance Stephens, Inc. is a full-service investment bank and brokerage firm headquartered in Little Rock, Arkansas. The firm was founded in 1933 and is a subsidiary of Susi Holdings, Inc., which is owned by Stephens Financial Services LLC. Stephens provides comprehensive securities sales and trading services, including customized solutions for clients in North America and abroad. | Analyst-Equity | 01.12.2017 |
Ausbildung von Andrew Terrell
| The University of Tennessee at Martin | Undergraduate Degree |
Erfahrungen
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Beziehungen
Beziehungen ersten Grades
Unternehmen ersten Grades
Herr
Frau
Aufsichtsräte
Führungskräfte
Unternehmensverbindungen
| Private Unternehmen | 1 |
|---|---|
Stephens, Inc.
Stephens, Inc. Investment Banks/BrokersFinance Stephens, Inc. is a full-service investment bank and brokerage firm headquartered in Little Rock, Arkansas. The firm was founded in 1933 and is a subsidiary of Susi Holdings, Inc., which is owned by Stephens Financial Services LLC. Stephens provides comprehensive securities sales and trading services, including customized solutions for clients in North America and abroad. | Finance |