Terrence R.

Professional with 4+ years of experience in business strategy & private Banking


Professional with 4+ years of experience in the Banking industry. Former experience in a leading consulting firm. Specializes in strategy & business development, and wealth management.

  • Financial Services Banking & Insurance
  • Strategy & Business Development
  • Finance


  • Pre-vetted expert
  • Confirmed hourly rate
  • Available on short notice


Strategy, IWM Private Banking International

Credit Suisse
11 months
Current position
Oct 2021 - Present
Credit Suisse is a leading global wealth manager with strong investment banking capabilities. Headquartered in Zurich, Switzerland, our operation has a global reach and extends to about...see more

Business Strategist, Strategy & Business Development, Global Wealth Management

4 years
Feb 2018 - Sep 2021
UBS works with individuals, families, institutions, and corporations around the world to help answer some of life's questions – whether through award winning wealth management advisory,...see more

Consultant, U.S. Strategy

3 years
Aug 2014 - Sep 2017
CONSULTANT (September 2015 - September 2017) BUSINESS ANALYST (August 2014 - August 2015)

Summer Intern, Strategy, Brand, & Innovation

2 months
Jun 2013 - Aug 2013
Deloitte drives progress. Our firms around the world help clients become leaders wherever they choose to compete. Deloitte invests in outstanding people of diverse talents and backgroun...see more

Research Data Analyst

Stanford University Graduate School of Business
2 months
Jun 2012 - Aug 2012
The Stanford Graduate School of Business is the graduate business school of Stanford University.

Industries, roles and expertise

Industry experience

  • Financial Services Banking & Insurance

Role experience

  • Strategy & Business Development
  • Finance