Bio:
Teresa is a Relationship Manager in the Corporate Investment and Retirement Plans Division at TriBridge Partners. She works with her fellow team members to support clients by developing and maintaining strong customer relationships, and providing education and support on products and services that best fit their needs.
As a Relationship Manager, Teresa is responsible for forming and maintaining a close connection with her business clients, resolving issues that may arise as well as maximizing the client experience. In addition, she assists her team with employee education meetings.
For the last several years prior to joining TriBridge, Teresa worked as a Workplace Investor Services and Education Supervisor as well as a Senior Representative and Financial Services Representative.
In her free time, Teresa enjoys taking yoga classes, exploring different hiking paths with her mini-Aussie, and trying new restaurants and cafes in town.
Professional Affiliations & Education
- Securities Industry Essentials® (SIE®)
- FINRA Series 6, 7, 63
- Bachelor of Arts, Health Administration, and Policy Programs, University of Maryland, Baltimore County
