Terri Corrigan, MBA

Senior Client Manager at Charles River Development
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Contact Information
us****@****om
(386) 825-5501

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Jason Valdez

When Terri became a member of my team, she was immediately tasked with taking ownership of a product that needed attention from an experienced analyst. In short order, she took ownership of the product, met with stakeholders, and organized the work that the developers needed to complete. Terri is one of the best Business Analysts that I’ve had the good fortune to work alongside. She made working on complex implementations far easier. Terri is a good communicator. Her talent at distilling business knowledge helps developers of all skill levels understand the end goals of each feature. These attributes lead to better quality software and value delivery. I credit a lot of the success I have had with Terri being on my team. She would enhance the abilities of any team she is on and help drive their business goals to success.

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Credentials

  • Certified Product Owner (CSPO)
    Scrum Alliance
    Jul, 2017
    - Sep, 2024
  • Certified ScrumMaster (CSM)
    Scrum Alliance
    Apr, 2017
    - Sep, 2024
  • Series 66
    Financial Industry Regulatory Authority (FINRA)
    Jul, 2013
    - Sep, 2024
  • Series 7
    Financial Industry Regulatory Authority (FINRA)
    Dec, 2007
    - Sep, 2024

Experience

  • Charles River Development
    • United States
    • Software Development
    • 700 & Above Employee
    • Senior Client Manager
      • Aug 2022 - Present
  • Dimensional Fund Advisors
    • United States
    • Financial Services
    • 700 & Above Employee
    • Lead Business Analyst - Sales Insights
      • Jul 2020 - Aug 2022

    • Senior Business Analyst
      • Jan 2019 - Jul 2020

    • Business Analyst
      • Mar 2017 - Jan 2019

  • Merrill Lynch
    • United States
    • Financial Services
    • 700 & Above Employee
    • Vice President, Product Manager
      • Apr 2013 - Mar 2017

      Responsible for platform development and training of the Advisor Discretion portfolio management system. Responsibilities include:Interface with Financial Advisors and Client Associates often to understand the user needsTrain Advisors and Client Associates on best practices and general use of the software. Often take time to review user's current workflow and work to help the users gain efficiencies in their everyday tasksPerform demonstrations for potential recruits Prioritize and implement new initiatives based on user feedback, regulatory changes, risk mitigation and system integration. Typically allotted $1.2M budget to implement annuallyDocument requirements and use cases for new initiativesDevelop, propose and implement long-term portfolio management platform strategy for the fee-based strategies at the firm Show less

    • Business Analyst
      • Apr 2012 - Apr 2013

      • Involved in large firm initiative to implement a new portfolio management system (Charles River Anywhere/CRIMS) and migrate over 4,000 advisors with 180,000 accounts and more than $100 billion in assets under management to the new platform. • Created scope and functional requirements for new platform by incorporating feedback from current users with an emphasis on enhancing the Financial Advisors’ experience• Acted as subject matter expert for users of Charles River Anywhere• Coordinated several rounds of user acceptance testing, compiling and analyzing feedback for implementation• Worked to ensure all areas (business, technology, compliance, legal, and operations) were comfortable with requirements• Conducted live meeting and on-site training across the country as necessary Show less

  • Sheshunoff Information Services
    • Online Sales Representative
      • Mar 2011 - May 2012
    • Project Specialist
      • Aug 2009 - May 2011

      • Involved in large firm initiative to implement a new portfolio management system (Charles River Anywhere/CRIMS) and migrate over 4,000 advisors with 180,000 accounts and more than $100 billion in assets under management to the new platform. • Created scope and functional requirements for new platform by incorporating feedback from current users with an emphasis on enhancing the Financial Advisors’ experience• Acted as subject matter expert for users of Charles River Anywhere• Coordinated several rounds of user acceptance testing, compiling and analyzing feedback for implementation• Worked to ensure all areas (business, technology, compliance, legal, and operations) were comfortable with requirements• Conducted live meeting and on-site training across the country as necessary Show less

    • Customer Service Manager
      • Dec 2007 - Aug 2009

      Managed Products– Assistant SupervisorOversaw a team of 15 representatives, ensuring branch office support with regards to opening, maintaining, trading and terminating accounts for Managed Products totaling 400,000 accounts with $160 billion under management.

Education

  • Texas State University
    Master of Business Administration (MBA), Masters in Business Administration
    2013 - 2016
  • University of North Florida
    BS, Public Relations, Political Science
    2001 - 2005

Community

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