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Terry leads Cornerstone Wealth Management’s internal operational support efforts and is responsible for processing and reconciling portfolio activity with the firm’s custodians, monitoring and updating client accounts, account billing, and other general office functions. She has worked in the financial services industry for over 25 years and extensive experience in investment operations.
Terry resides in Olmsted Falls, Ohio, and has two children, three grandchildren, and one great-grandchild. Her pastimes include ballroom dancing and spending time with her family.