Terence Walls
About Terence Walls
Terence Walls is a Private Client Banker at Chase in The Woodlands, Texas, with extensive experience in financial services, including previous roles at J.P. Morgan and ICE Data Services. He holds a Bachelor of Science in Business Administration from Alfred University and an MBA in Finance from Adelphi University.
Work at Chase
Terence Walls has been employed at Chase since 2021, serving as a Private Client Banker in The Woodlands, Texas. In this role, he focuses on enhancing long-term client relationships and improving client satisfaction and retention levels. His responsibilities include providing personalized banking services and financial solutions tailored to the needs of high-net-worth clients.
Previous Experience in Financial Services
Before joining Chase, Terence Walls held several significant positions in the financial services sector. He worked at ICE Data Services as Principal for Money Market Evaluations from 2016 to 2019. Prior to that, he served as Vice President and Portfolio Manager in the Municipal Money Market Group at J.P. Morgan Asset Management from 2008 to 2014. His earlier experience includes a role as Vice President in Investment Risk Management at JP Morgan Private Bank from 2014 to 2015 and as Vice President - Fixed Income Trader at J.P. Morgan Asset Management from 2000 to 2008.
Education and Expertise
Terence Walls holds a Bachelor of Science degree in Business Administration from Alfred University and a Master of Business Administration in Finance from Adelphi University. He possesses expertise in multi-asset class trading and identifying relative value trades. His educational background and professional experience contribute to his strong track record in team building and leadership within the financial services sector.
Compliance and Investment Performance
In his various roles, Terence Walls has ensured adherence to banking and governmental compliance mandates in financial operations. He specializes in executing controls requirements to maximize investment performance levels. His focus on compliance and performance has been a critical aspect of his contributions to the organizations he has worked for.