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Joe Terry

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Joe Terry

Managing Director - CCO for CCO Capital,LLC | CIM Group

Scottsdale, Arizona, United States

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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.

General

Specialist

Technical Background

Leadership Experience

Long-Term Tenure

Professional interests

Leadership Development

Emerging Technologies

Organisational experience

Corporate Experience

Joe Terry

Work Experience

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Managing Director - CCO for CCO Capital,LLC at

CIM Group

March 2024 - Present

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Chief Compliance Officer - CCO Capital at

CIM Group

September 2020 - March 2024

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SVP Compliance - Surveillance & Investigations at

LPL Financial

January 2019 - September 2020

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Chief Compliance Officer at

Signator Investors, Inc.

April 2017 - November 2018

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Deputy Chief Compliance Officer at

Signator Investors, Inc.

November 2016 - April 2017

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Chief Supervision Officer at

Advisor Group

March 2014 - October 2016

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Pres. & CEO of HMII at

Horace Mann Educators Corporation

August 2009 - February 2014

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Chief Compliance Officer HMII at

Horace Mann Educators Corporation

October 2008 - August 2009

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Compliance Consultant (NSLLC) at

Nationwide

December 2005 - October 2008

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Retirement Specialist at

Nationwide

September 2004 - December 2005

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Joe Terry

Education

Kelley School of Business, Ms

January 2010 - January 2011

Kelley School of Business, Mba

January 2008 - January 2010

Westminster College (MO), Ba

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

mail

******@cimgroup.com

*******@att.net

******@advisorgroup.com

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