I’m interested in mentoring people from:

    Terry Soffera

    Collegeville, Pennsylvania

    Vice President, Performance & Analytics

    STATE STREET BANK & Trust

    Specialties

    Banking, Loans & Insurance

    Corporate Finance

    Investments

    Risk & Quantitative Analysis

    Where I've Worked

    Mar 2017 – Apr 2019

    Vice President, Performance & Analytics

    STATE STREET BANK & Trust

    Oct 2013 – 2016

    Vice President, Operations

    S

    2012 – 2013

    Senior Consultant

    Self-employed
    S

    2006 – 2011

    Chief Operating/Investment Officer and Managing Partner

    Sterling Asset Management
    T

    2003 – 2005

    Senior Portfolio Manager

    the Swarthmore Group
    P

    2002 – 2003

    Newly formed fixed income investment advisor

    Providence Investment Advisors
    R

    1998 – 2002

    Western PA based registered investment advisor

    Rrz Investment Management Inc

    1988 – 1994

    Assistant Vice President/Bond Trader

    Dean Witter
    M

    1980 – 1988

    Vice President/Portfolio Manager

    Meridian Investment Company
    Where I've Studied

    In Progress

    BS

    Ask Me About

    People I've Reported To

    People I've Worked With

    People Who've Reported to Me

    Ask Me for a Referral

    In the Media

    Social Media