Teressa has 30 years of experience in Institutional Fixed Income, including a 28 year career with Morgan Keegan as Vice President of Fixed Income Capital Markets. Teressa worked closely with state and local government entities on developing and implementing short and long term investment strategies. She assisted clients with trade execution, settlements, and portfolio processing.
Education, Credentials & Special Training:
- FINRA Licenses: Series 7 and 63
- Member of CCTA – Colorado County Treasurers Association