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    Terry Soffera

    Collegeville, Pennsylvania

    Vice President, Performance & Analytics

    North American Division

    Specialties

    Risk & Quantitative Analysis

    Investments

    Corporate Finance

    Banking, Loans & Insurance

    Ask Me About

    People I've Reported To

    People I've Worked With

    People Who've Reported to Me

    Where I've Worked
    N

    Mar 2017 – Present

    Vice President, Performance & Analytics

    North American Division

    Oct 2013 – 2016

    Vice President, Operations

    S

    Jan 2012 – Jan 2013

    Senior Consultant

    Self-Employed
    S

    2006 – 2011

    Managing Partner/Chief Investment/ Operating Officer

    Sterling Asset Management
    T

    2003 – 2005

    Senior Portfolio Manager

    the Swarthmore Group
    P

    Jan 2002 – Jan 2003

    Newly formed fixed income investment advisor

    Providence Investment Advisors
    R

    Jan 1998 – Jan 2002

    Western PA-based Registered Investment Advisor

    Rrz Investment Management Inc
    D

    Jan 1988 – Jan 1994

    Assistant Vice President/Bond Trader

    DEAN WITTER - #2 World Trade Center
    M

    1980 – 1988

    Vice President/Portfolio Manager

    Meridian Investment Co

    1988 – 1994

    Assistant Vice President/Bond Trader

    Dean Witter
    S

    2006 – 2011

    Chief Operating/Investment Officer and Managing Partner

    Sterling Asset Management
    R

    1998 – 2002

    Senior Vice President/Portfolio Manager

    Rrz Investment Management Inc
    M

    1980 – 1988

    Vice President/Portfolio Manager

    Meridian Investment Company
    Where I've Studied

    Bachelors

    Kutztown University

    Numerous Financial Services and Banking

    Lehigh University

    Ask Me for a Referral

    North American Division

    In the Media

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