Terri Connelly

Financial Advisor at Formidable Asset Management LLC
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Contact Information
us****@****om
(386) 825-5501
Location
Cincinnati Metropolitan Area
Skills

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Experience

  • Formidable Asset Management LLC
    • United States
    • Financial Services
    • 1 - 100 Employee
    • Financial Advisor
      • Feb 2020 - Present

  • Ameriprise Financial Services, LLC
    • United States
    • Financial Services
    • 700 & Above Employee
    • Financial Advisor at Ameriprise Financial Services, Inc.
      • Jan 2015 - Feb 2020

      Associate Financial Advisor; Fidant Wealth Partners, A private wealth advisory practice of Ameriprise Financial Services, Inc.

    • Financial Advisor
      • Jan 2015 - Feb 2020

      Financial Advisor; Fidant Wealth Partners, A private wealth advisory practice of Ameriprise Financial Services, Inc.

  • RBC Capital Markets
    • Canada
    • Investment Banking
    • 700 & Above Employee
    • Director, Municipal Finance
      • Jun 2007 - Jul 2013

      Seasongood & Mayer LLC (Acquired by RBC Capital Markets 6/2007) Limited Partner, Underwriting/Sales Municipal Markets Seasongood & Mayer LLC (Acquired by RBC Capital Markets 6/2007) Limited Partner, Underwriting/Sales Municipal Markets

  • RBC
    • Canada
    • Banking
    • 700 & Above Employee
    • Director
      • Jun 2008 - Jun 2013

    • Underwriter - Municipal Finance
      • Oct 1998 - Jun 2008

    • Limited Partner
      • Jan 2003 - Jun 2007

      Seasongood & Mayer LLC (Acquired by RBC Capital Markets 6/2007)

  • Morgan Stanley
    • United States
    • Financial Services
    • 700 & Above Employee
    • Human Resource Manager
      • 1994 - 1997

      Mergers & Acquisitions, Business Development Group Mergers & Acquisitions, Business Development Group

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