Terry O'Prey
Managing Director, Non-Qualified Services at Newcleus LLC- Claim this Profile
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Bio
Robert S. Stopar, CPA, CGMA
Terry and his team were top performing professional. I worked with Terry and PenCal for two and a half years and Terry's group provided unmatched service levels for the executive benefits program it administered for us. He is very personable and customer focused. His team was always professional, prompt and personable. PenCal brought expertise to the relationship that enabled us gain a deep knowledge of the workings of our benefits program and absolute SOX compliance every quarter-end. Working with Terry and PenCal is by far the best working relationship I've had with a benefits providerand it will be very hard to match or exceed their service levels again.
Robert S. Stopar, CPA, CGMA
Terry and his team were top performing professional. I worked with Terry and PenCal for two and a half years and Terry's group provided unmatched service levels for the executive benefits program it administered for us. He is very personable and customer focused. His team was always professional, prompt and personable. PenCal brought expertise to the relationship that enabled us gain a deep knowledge of the workings of our benefits program and absolute SOX compliance every quarter-end. Working with Terry and PenCal is by far the best working relationship I've had with a benefits providerand it will be very hard to match or exceed their service levels again.
Robert S. Stopar, CPA, CGMA
Terry and his team were top performing professional. I worked with Terry and PenCal for two and a half years and Terry's group provided unmatched service levels for the executive benefits program it administered for us. He is very personable and customer focused. His team was always professional, prompt and personable. PenCal brought expertise to the relationship that enabled us gain a deep knowledge of the workings of our benefits program and absolute SOX compliance every quarter-end. Working with Terry and PenCal is by far the best working relationship I've had with a benefits providerand it will be very hard to match or exceed their service levels again.
Robert S. Stopar, CPA, CGMA
Terry and his team were top performing professional. I worked with Terry and PenCal for two and a half years and Terry's group provided unmatched service levels for the executive benefits program it administered for us. He is very personable and customer focused. His team was always professional, prompt and personable. PenCal brought expertise to the relationship that enabled us gain a deep knowledge of the workings of our benefits program and absolute SOX compliance every quarter-end. Working with Terry and PenCal is by far the best working relationship I've had with a benefits providerand it will be very hard to match or exceed their service levels again.
Credentials
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Series 65
FINRAAug, 2009- Nov, 2024 -
Series 6
FINRAMar, 1997- Nov, 2024 -
Series 63
FINRAMar, 1997- Nov, 2024 -
Insurance Agent, Accident, Health, Life, Variable Life & Variable Annuities
States - CA and FLSep, 1996- Nov, 2024
Experience
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Newcleus LLC
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United States
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Financial Services
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1 - 100 Employee
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Managing Director, Non-Qualified Services
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Dec 2021 - Present
Terry was hired to expand Newcleus capabilities in non-qualified plan services by leveraging proprietary technology and systems for clients and strategic advisors. Terry was hired to expand Newcleus capabilities in non-qualified plan services by leveraging proprietary technology and systems for clients and strategic advisors.
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Vinings Management Corporation
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United States
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Financial Services
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1 - 100 Employee
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Former Principal
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May 2020 - Nov 2021
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Senior Consultant
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Jul 2016 - Mar 2020
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Pen-Cal
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Financial Services
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1 - 100 Employee
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Senior Vice President
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May 2013 - Jul 2016
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General Manager
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May 2004 - May 2013
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Director, Executive Benefits Administration
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Jun 2000 - May 2004
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Senior Relationship Manager
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Sep 1998 - Jun 2000
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Client Service Manager
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Aug 1997 - Sep 1998
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Executive Benefits Specialist
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Aug 1995 - Jul 1997
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Education
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University of California, Davis
Bachelor of Science, Managerial Economics -
De La Salle High School
Community
