Terri’s Bio

Terri is an accomplished professional with 25+ years in the financial services industry.  She has a proven track record in project and risk management of large core and digital banking technology initiatives, with a strong specialty focusing on training and contact center operations. At Cornerstone Advisors and Next Step Inc., Terri managed these advisory services for all client conversion engagements. Her background, personality, and professionalism enable her to effectively lead throughout the client’s organization, from the general staff level to the most executive management level.  Terri instills confidence by sharing insights, experiences, lessons learned, and tools that have a significant positive impact for every client.

Terri’s Expertise

Strategy
Technology
Core
Digital
Training
Contact Center