Summary
Overview
Work History
Education
Skills
Certification
Affiliations
Timeline
Generic

Tandra Terrell

Atlanta,GA

Summary

Strategic and results-driven financial services leader with over 20 years of progressive experience in global product governance, institutional product strategy, and capital markets. Proven track record of optimizing processes, leading cross-functional initiatives, and architecting scalable frameworks that drive efficiency, innovation, and strategic alignment. Seeking a role where I can leverage my expertise to drive business growth through product innovation, operational transformation, and strategic execution.

Overview

22
22
years of professional experience
1
1
Certification

Work History

Senior Global Product Governance Manager

Invesco
Atlanta, GA
01.2023 - Current
  • Consult with global product teams to guide governance compliance and enhance business case rigor, enabling effective executive-level discussions and informed decision-making
  • Lead the management of a $1B global capital budget, delivering strategic insights through comprehensive Capital Forecast Reports; drive corporate capital investment decisions by monitoring ROI, identifying financial variances, and ensuring alignment with long-term business objectives
  • Present product activity data to executive leadership through clear, actionable reports and visualizations, facilitating informed decision-making and strategic planning.
  • Active participation in a small group of senior leaders tasked with revitalizing the Global Product Governance process seeking to improve executive product committee effectiveness through the empowerment of regional leadership at lower committees.
  • Implement and train the global product organization on new or enhanced processes by hosting global product forums and producing training material
  • Develop innovative tools that seek to create efficiencies for Governance ultimately resulting in effective resource management and higher value, higher impact, strategic decision making.

U.S. Institutional Prod Strat & Intel Manager

Invesco
Atlanta, GA
08.2020 - 01.2023
  • Led the annual Institutional product line review, enabling disciplined range management by analyzing and recommending enhancements for market relevance, competitive positioning, pricing, and vehicle structure.
  • Spearheaded the strategy and development of new initiatives by collaborating across diverse cross-functional teams to drive products and solutions forward through the entire lifecycle of an offering, including strategy/ideation, research/design, internal/regulatory approvals, implementation/launch, market positioning, distribution strategy, and campaign management.
  • Monitored industry trends and client demand to formulate views and translate them into actionable insights to better position the Institutional product line for success and increased revenue to the firm.
  • Project managed the implementation of product initiatives for multi-assets, investment grade fixed income, global liquidity, private credit, and stable value.
  • Collaborated with key stakeholders to create business cases for new product initiatives and presented the proposals to senior leadership.

Head of North America Equity Syndicate Trading

Invesco
Atlanta, GA
01.2020 - 08.2020
  • Acted as a conduit between internal global investors and investment banks on a variety of capital market transactions.
  • Advocated for investment teams by negotiating and securing top tier allocations of newly issued shares resulting in instant alpha for shareholders.
  • Enhanced and implemented Global and Regional Syndicate policies and procedures.

Equity Trader

Invesco
Atlanta, GA
01.2010 - 01.2020
  • Executed ~$100M in annual equity volume across global markets, ensuring best execution for ETFs, ADRs, IPOs, and secondary offerings. Cultivated strategic broker relationships to secure high-quality research access and product engagement.
  • Served as the lead SMA trading expert, advising Legal, Compliance, PMs, and Sales on regulatory alignment and investment feasibility.
  • Developed data-driven trading strategies aligned with market conditions and portfolio objectives.
  • Spearheaded process innovations to reduce risk, boost efficiency, and exceed compliance standards.
  • Contributed to M&A due diligence through operational assessments of target firms.

Associate Equity Trader

Invesco
Atlanta, GA
01.2006 - 01.2009
  • Specialized in Separately Managed Accounts (SMA), Forex, and High Net Worth trade execution.
  • In addition to my core responsibilities, I streamlined SMA trading responsibilities, reducing overhead from eight to two dedicated SMA traders, played an integral role in the implementation of a new order management system (Charles River) and collaborated with developers and colleagues to design standardized reports for a global trading platform.

Separately Managed Accounts Portfolio Accountant

Invesco
Atlanta, GA
01.2003 - 01.2005
  • Managed and monitored the financial activities of SMA client investment portfolios, ensuring alignment with investment models.
  • My core responsibilities included: performing daily and periodic reconciliation of cash and securities positions, delivery of accurate client reports, and management of portfolio cash needs and funding requests.
  • I was also a key contributor to the development and maintenance of operations manuals utilized in the coaching and training of new hires.

Education

BS - Finance

University of Alabama
Tuscaloosa, AL

Skills

  • Foreign currency
  • Microsoft Office
  • Bloomberg professional
  • FX Connect
  • Portware
  • ITG Triton
  • Security APL
  • MERRIN
  • PORTIA
  • OASYS
  • Capital budgeting
  • Executive communication
  • Strategic planning
  • Cross-functional collaboration
  • Stakeholder engagement
  • Business case development
  • Operational excellence
  • Process improvement solutions

Certification

  • CFA Charterholder Sept 2018
  • FINRA Series 7

Affiliations

  • Volunteer Experience: Angels Among Us Pet Rescue, Metropolitan Animal Shelter of Tuscaloosa, Junior Achievement of Georgia
  • Leadership: Invesco Women’s Network (IWN) Advocacy Committee Co-chair, IWN iMentor Co-chair

Timeline

Senior Global Product Governance Manager

Invesco
01.2023 - Current

U.S. Institutional Prod Strat & Intel Manager

Invesco
08.2020 - 01.2023

Head of North America Equity Syndicate Trading

Invesco
01.2020 - 08.2020

Equity Trader

Invesco
01.2010 - 01.2020

Associate Equity Trader

Invesco
01.2006 - 01.2009

Separately Managed Accounts Portfolio Accountant

Invesco
01.2003 - 01.2005

BS - Finance

University of Alabama

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Tandra Terrell