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Joe Terry
Joe Terry
Managing Director - CCO for CCO Capital,LLC | CIM Group
Scottsdale, Arizona, United States
Joe Terry
Summary
Joe Terry is a seasoned financial services executive with extensive experience in compliance, risk management, and operational optimization within the insurance sector. As the Managing Director and Chief Compliance Officer at CCO Capital, LLC, he is recognized for his ability to translate complex regulatory requirements into actionable business strategies. His career spans various leadership roles, including CEO and compliance officer positions, showcasing his deep understanding of both compliance and sales dynamics. Joe's educational background includes advanced degrees from the prestigious Kelley School of Business, further enhancing his strategic management capabilities. Known for his strong relationship-building skills, he has successfully navigated the challenges of the financial landscape while maintaining a focus on customer experience. His insights into the interplay between compliance and operational efficiency uniquely position him as a thought leader in the industry. Joe's commitment to continuous improvement and innovation drives his professional endeavors.
Joe Terry
Work Experience
Managing Director - CCO for CCO Capital,LLC at
CIM Group
March 2024 - Present
Chief Compliance Officer - CCO Capital at
CIM Group
September 2020 - March 2024
SVP Compliance - Surveillance & Investigations at
LPL Financial
January 2019 - September 2020
Chief Compliance Officer at
Signator Investors, Inc.
April 2017 - November 2018
Deputy Chief Compliance Officer at
Signator Investors, Inc.
November 2016 - April 2017
Chief Supervision Officer at
Advisor Group
March 2014 - October 2016
Pres. & CEO of HMII at
Horace Mann Educators Corporation
August 2009 - February 2014
Chief Compliance Officer HMII at
Horace Mann Educators Corporation
October 2008 - August 2009
Compliance Consultant (NSLLC) at
Nationwide
December 2005 - October 2008
Retirement Specialist at
Nationwide
September 2004 - December 2005
Joe Terry
Education
January 2010 - January 2011
Kelley School of Business, Mba
January 2008 - January 2010
January 1998 - January 2002
Frequently Asked Questions about Joe Terry
What is Joe Terry email address?
Joe Terry's primary email address is ******@cimgroup.com. To view the full verified email and additional contact details, sign up for free with Muraena.
What company does Joe Terry work for?
Joe Terry is a Managing Director - CCO for CCO Capital,LLC at CIM Group, a company specializing in Monetary Authorities-Central Bank.
Where Joe Terry graduated from?
Joe Terry holds a degree in Strategic Management from Kelley School of Business.
How can I directly contact Joe Terry?
To contact Joe Terry directly, you can use the email address ******@cimgroup.com. Complete contact information is available upon registration with Muraena.
Who is Joe Terry?
Joe Terry is a seasoned financial services executive with extensive experience in compliance, risk management, and operational optimization within the insurance sector. As the Managing Director and Chief Compliance Officer at CCO Capital, LLC, he is recognized for his ability to translate complex regulatory requirements into actionable business strategies. His career spans various leadership roles, including CEO and compliance officer positions, showcasing his deep understanding of both compliance and sales dynamics. Joe's educational background includes advanced degrees from the prestigious Kelley School of Business, further enhancing his strategic management capabilities. Known for his strong relationship-building skills, he has successfully navigated the challenges of the financial landscape while maintaining a focus on customer experience. His insights into the interplay between compliance and operational efficiency uniquely position him as a thought leader in the industry. Joe's commitment to continuous improvement and innovation drives his professional endeavors.
Joe`s contact details
******@cimgroup.com
*******@att.net
******@advisorgroup.com
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