TERRY W. RUSHTON
Midvale
Summary
Apply my unique set of pension, management, accounting, sales, and sales training and teaching experience to a new opportunity in the business environment.
Professional consultant with track record of providing valuable insights and strategic solutions to diverse clients. Adept at leveraging analytical skills and industry knowledge to drive impactful outcomes. Known for fostering team collaboration and adapting to dynamic environments, ensuring project success and client satisfaction.
Overview
50
50
years of professional experience
1
1
Certification
Work History
Self-employed Consultant
412(e)(3) Pension Design & Administration
07.2013 - 03.2025
- Self-motivated, with a strong sense of personal responsibility.
- Worked effectively in fast-paced environments.
- Skilled at working independently and collaboratively in a team environment.
- Proven ability to learn quickly and adapt to new situations.
- Demonstrated respect, friendliness and willingness to help wherever needed.
- Excellent Rapport with Both Producers & Plan Sponsors.
- Managed time efficiently in order to complete all tasks within deadlines.
- Organized and detail-oriented with a strong work ethic.
Self-employed. Appointed With Multiple Carriers
Life Insurance & Securities Marketing & Service
05.1990 - 07.2013
- Worked well in a team setting, providing support and guidance.
- Worked flexible hours across night, weekend, and holiday requirements.
- Used critical thinking to break down problems, evaluate solutions and make decisions.
- Paid attention to detail while completing assignments.
- Strengthened communication skills through regular interactions with others.
- Adaptable and proficient in learning new concepts quickly and efficiently.
- Self-motivated, with a strong sense of personal responsibility.
- Skilled at working independently and collaboratively in a team environment.
- Excellent communication skills, both verbal and written.
- Organized and detail-oriented with a strong work ethic.
Adjunct Instructor Undergrad & MBA
Westminster College
07.1999 - 03.2002
- Taught upper division and MBA courses in Finance and Management.
- Boosted student performance by providing individualized support and targeted feedback.
- Monitored student progress through regular assessments, providing constructive feedback for improvement.
- Strengthened critical thinking skills through problem-solving exercises and open-ended questions.
- Examined and graded assignments and assessments to report grades to appropriate personnel.
Association Marketing Specialist
Washington State CPA Society
01.1994 - 10.1996
- Conducted specialized sales training for member CPAs who recently assumed Chapter leadership roles. How to 'sell' membership and activity in the state professional organization.
- Voiced radio 'spots' promoting the Washington Society of CPAs.
Controller
Three General & Specialty Contractors
01.1985 - 12.1990
- Completed journal entries, reconciliations, and account analysis to prepare quarterly financial documents and general account management.
- Prepared balance sheets, cash flow reports and income statements.
- Managed payroll data entry and processing for 250 employees to comply with predetermined company guidelines.
- Provided treasury and cash management by overseeing reconciliation of banking activity, credit card processing, and sales tax returns.
- Supervised accurate, efficient, and compliant completion of monthly financial reporting packages.
- Ensured compliance with tax regulations by managing the timely preparation and filing of all required returns.
- Provided insightful financial analysis to support executive team in making informed business decisions.
Accountant
Ernst & Young
01.1975 - 01.1985
- Accounting & Finance in both public accounting and industry environments.
- Audits, financial analysis, financial statement preparation, budget & forecast preparation, job costing, benefits planning.
- Supervision of accounting staff.
Education
MBA - Management
University of Utah
Salt Lake City, UT06-1974
Skills
- Verbal & Written Communication
- Pension Administration
- Management
- Accounting
- Finance
- Sales
- Sales Training
- Teaching
- Coaching
- Active Listening
- Problem-solving
- Attention to detail
- Client relationships
- Integrity and honesty
- MS office
- Analytical thinking
Certification
- Licensed CPA - current
- Life & Health Insurace License - current
Timeline
Self-employed Consultant
412(e)(3) Pension Design & Administration
07.2013 - 03.2025
Adjunct Instructor Undergrad & MBA
Westminster College
07.1999 - 03.2002
Association Marketing Specialist
Washington State CPA Society
01.1994 - 10.1996
Self-employed. Appointed With Multiple Carriers
Life Insurance & Securities Marketing & Service
05.1990 - 07.2013
Controller
Three General & Specialty Contractors
01.1985 - 12.1990
Accountant
Ernst & Young
01.1975 - 01.1985
MBA - Management
University of Utah