Terence Grennon
Creator
New York,United States
Summary
Professional investment manager with technical skills captured over the last 30 plus years.
Overview
33
33
years of professional experience
Work History
Creator & Manager
Quantitative Algorithms
10.2022 - Current
- Created prototypes based upon design ideas.
- Cultivated professional working relationships with advisors.
- Maintained and troubleshot system issues to enhance performance.
- Conducted online research to obtain relevant information and materials.
- www.terencegrennon.com
Founder
Fiduciary Focus LLC
11.2018 - 10.2022
- Developed dynamic asset allocation approach for defined benefit plan third investment advisors.
- Initiated strategy to drive company growth and increase market share and profitability.
- Negotiated terms of business acquisitions to increase business base and solidify market presence.
- Conducted target market research to scope out industry competition and identify advantageous trends.
- Created organization's mission and vision statements for use by employees.
Principal Owner
TGAM, TG Asset Management LLC
10.2012 - 11.2018
- Developed asset allocation overlays for white label purposes for investment advisors.
- Implemented business strategies, increasing revenue and effectively targeting new markets.
- Conducted target market research to discover customer needs and analyze competitor trends.
- Introduced new methods, practices, and systems to reduce turnaround time.
- Tracked trends and suggested enhancements to both challenge and refine company's product offerings.
- Handled problematic customers and clients to assist lower-level employees and maintain excellent customer service.
- Interacted well with customers to build connections and nurture relationships.
Asset Allocation Consultant
Self-employeed
04.2010 - 10.2012
- Marketed asset management capabilities via blog and third party investing site including investing.com and The Motley Fool.
- Prepared and submitted professional proposals to select publishers to outline works, promotional skills and literary experience.
- Connected and interacted with readers via email or message boards to address needs and ideas of audience.
- Presented clients with unique copy options based on overall marketing objectives.
Co-Portfolio Manager
AXA
06.2008 - 04.2010
- Architect and strategy creator for five strategic asset allocation portfolios and three ETF portfolios across domestic and international asset classes.
- Prepared internal and regulatory financial reports, balance sheets and income statements.
- Communicated market developments, portfolio changes and annual performance information to clients.
- Complied with established internal controls and policies.
- Conducted financial due diligence on potential investments and acquisitions.
- Recommended investment strategies to meet client financial objectives.
- Created financial dashboards to provide insights into key performance indicators.
- Designed and maintained financial models to identify and measure risks.
- Improved overall financial reporting by streamlining control processes and reporting structures.
- Developed rebalancing strategies to minimize risk exposures.
- Facilitated portfolio performance review and implemented new strategies.
- Created and managed financial models to evaluate corporate investments and acquisitions.
Director of Asset Allocation
AXA
01.1999 - 06.2008
- Oversaw asset allocation platform across firm including advice and products to ensure consistency.
- Supported 7 retirement plan platforms with custom manager selection and asset allocation advice.
- Conducted financial due diligence on potential investments and acquisitions.
- Drove development of project-level annual budgets and longer-term business plans.
- Oversaw ad hoc analyses of historical and forward-looking performance of assets.
- Created and developed market knowledge and strategically managed commercial relationships.
Investment Analyst
Chase Bank
01.1998 - 01.1999
- Generated comprehensive reports on portfolio performance and risk assessment.
- Participated in client meetings to discuss financial analysis and investment strategies.
- Coordinated with financial advisors to develop long-term investment strategies.
- Improved emergency resolution processes to save time.
- Assisted in preparation of presentations, data tables and other documents for investor meetings.
- Researched macroeconomic, industry and company-specific data to inform investment decisions.
- Presented oral and written reports on general economic trends, international corporations and asset allocation.
Mutual Funds Consultant
Prudential Financial
01.1997 - 01.1998
- Consulted with potential investors to assess objectives and discuss optimal strategies.
- Conducted due diligence checks on investment opportunities and determined rates of return and risks to clients.
- Created key performance indicators to measure and assess investment performance.
- Demonstrated creativity and resourcefulness through the development of innovative solutions.
- Participated in team projects, demonstrating an ability to work collaboratively and effectively.
Mutual Funds Specialist
J&W Seligman & Co
01.1996 - 09.1996
- Consulted with potential investors to assess objectives and discuss optimal strategies.
- Devised and implemented hedging strategies to decrease investment risks.
- Conducted due diligence checks on investment opportunities and determined rates of return and risks to clients.
- Monitored regulatory or tax law changes to achieve fund compliance and to capitalize on development opportunities.
Investment Advisor
PaineWebber
09.1995 - 01.1996
- Educated clients on potential risks and rewards associated with various investments.
- Researched companies and prepared presentations for management and prospective buyers.
- Developed and maintained strong relationships with clients to maximize satisfaction.
Retirement Consultant
TIAA-CREF
06.1990 - 09.1995
- Researched current economic trends and investment opportunities to stay abreast of financial markets.
- Educated clients on financial topics and best practices.
- Monitored and updated financial plans to comply with client goals.
- Created financial models to analyze and evaluate investment strategies.
- Collaborated with clients to develop customized investment portfolios.
Education
Certificate - Algorithmic Trading
QuantInsti
2019
Certificate - Asset Management
The Wharton School
2018
Bachelor of Arts - BA - Cultural Anthropology
Hobart And William Smith Colleges
1989
Skills
- Content Curation
- Client Relationships
- Customer Satisfaction
- Key Relationships
- Complex Problem-Solving
- Communications and Media
- Analytics and Metrics
- Research
- Communications
- WordPress
Work Availability
monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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Quote
"You're not going to get very far in life on the basis of what you already
know. You're going to advance in life by what you're going to learn.“
Charlie Munger
Timeline
Creator & Manager
Quantitative Algorithms
10.2022 - Current
Founder
Fiduciary Focus LLC
11.2018 - 10.2022
Principal Owner
TGAM, TG Asset Management LLC
10.2012 - 11.2018
Asset Allocation Consultant
Self-employeed
04.2010 - 10.2012
Co-Portfolio Manager
AXA
06.2008 - 04.2010
Director of Asset Allocation
AXA
01.1999 - 06.2008
Investment Analyst
Chase Bank
01.1998 - 01.1999
Mutual Funds Consultant
Prudential Financial
01.1997 - 01.1998
Mutual Funds Specialist
J&W Seligman & Co
01.1996 - 09.1996
Investment Advisor
PaineWebber
09.1995 - 01.1996
Retirement Consultant
TIAA-CREF
06.1990 - 09.1995
Certificate - Algorithmic Trading
QuantInsti
Certificate - Asset Management
The Wharton School
Bachelor of Arts - BA - Cultural Anthropology
Hobart And William Smith Colleges
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