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Teri has three decades of managing back office operations and client reporting for asset management firms. Her responsibilities have included client support, account management and reconciliation, web site support and office management.
Previously, Teri was the Client Services Administrator for Bishop Street Capital Management, a wholly-owned subsidiary of First Hawaiian Bank. She was the Chief Administrative Officer at East West Wealth Management (GBR Wealth Management), and is now the Director of Client Services for G.E. Ratté Asset Management. Teri was instrumental in the organization of both East West Wealth Management and G.E. Ratté Asset Management.
Teri was born and raised in Honolulu, Hawaii.