Terry has more than 20 years of extensive experience in strategy formulation and implementation utilizing the balanced scorecard methodology. He has worked closely with key executives, middle managers and first-line supervisors in both private and public entities in the development of strategic plans and performance analysis to improve organizational performance.
He has developed upper level degree courses for St. Petersburg College (FL) and has also assisted in the development of many of the courses offered by the Strategy Management Group, Balanced Scorecard institute and KPI.org. Additionally, his background includes areas related to research and development, scenario planning, strategy profiles, strategic road-mapping, promotional processes, and key performance indicators.
Terry is and has a master’s degree in Managerial Leadership from National-Louis University and a bachelor’s degree in Finance from Olivet Nazarene University. He is certified as an Advanced Planner from IALEP (International Association of Law Enforcement Planners), a Balanced Scorecard Master Professional and Key Performance Indicator Professional, and is a registered Investment Advisor Representative with a Series 65 license from the SEC (Securities and Exchange Commission). He also maintains Series 6, 63 and 26 licenses with FINRA (Financial Industry Regulatory Authority).
Some of the clients Terry has worked with include: Abu Dhabi Police (UAE), Caribbean Community Secretariat (CARICOM), Sandia National Laboratories (NM), USMC – Semper Fit (US), Ascendant Group – Bermuda Electric Light Company (Bermuda), Linde Process Plants (OK), US Navy – NAVAIR PMA 231 (MD), US Air Force Personnel Center, Randolph Air Force Base, National Transportation Safety Board (DC), Kingsgate Transportation (OH), McLeod Software (AL), US Border Patrol (VA), Charlotte Police (NC), Rohde & Schwarz (GER), Detecon Al Saudia Company – DETASAD (KSA) Five Acres (CA), General Commission on Race and Religion – GCORR (DC), Red Crescent Society (Qatar), FINCA Microfinance Global (DC), Ft. Wayne Community Schools (IN), Indian Rocks Baptist Church (FL), Reserve Bank of Zimbabwe (Africa), and the City of Richmond (VA).