Terri Bullock
About Terri Bullock
Terri Bullock serves as the Associate Director of CCAR Process Management at UBS, where she leads a team focused on the development and submission of the Capital Plan. She has a background in internal audit and project management, having previously worked at Goldman Sachs and Sumitomo Mitsui Banking Corporation.
Current Role at UBS
Terri Bullock serves as the Associate Director of CCAR Process Management at UBS since 2018. In this role, she leads a team responsible for the development and submission of the Capital Plan. Bullock develops procedures to document project management processes and conducts daily and weekly meetings to monitor the status of the CCAR project. She also performs post mortem analysis to identify strengths and weaknesses in the CCAR process, communicating her findings to senior management. Her focus includes implementing year-over-year enhancements to the CCAR project to create efficiencies and address areas of improvement.
Previous Experience at Goldman Sachs
Prior to her current position, Terri Bullock worked at Goldman Sachs in various roles. She served as a Senior Analyst in Securities Internal Audit from 2015 to 2017, where she contributed to internal audit processes. Bullock also held two summer analyst positions at Goldman Sachs, first in Controllers Internal Audit in 2013 and then in Securities Internal Audit in 2014. These experiences provided her with a solid foundation in audit practices and internal controls within a major financial institution.
Experience at Sumitomo Mitsui Banking Corporation
Terri Bullock worked as a Senior Analyst of Internal Audit Project Management at Sumitomo Mitsui Banking Corporation from 2017 to 2018. In this role, she focused on project management within the internal audit function, contributing to the efficiency and effectiveness of audit processes. Her time at the bank further developed her skills in audit management and project oversight.
Educational Background
Terri Bullock earned a Bachelor’s degree in Business Administration with a focus on Accounting from the University of Miami, completing her studies from 2011 to 2015. This educational background provided her with essential knowledge in business principles and accounting practices. Prior to her university education, she attended Georgetown Visitation Preparatory School from 2007 to 2011, where she laid the groundwork for her academic and professional journey.
Internship Experience
Throughout her career, Terri Bullock has gained valuable experience through various internships. She interned at the Office of Personnel Management (OPM) as a National Healthcare Operations Pathways Intern from 2012 to 2013 and also completed a summer internship at OPM in 2010. Additionally, she worked as a Camp Counselor for the Maryland-National Capital Park and Planning Commission in 2011. These roles contributed to her professional development and understanding of operational processes.