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Teri has 20+ years of experience in portfolio analytics, investment research and financial writing, covering both equity and fixed income markets. Teri has worked in senior roles in strategy and product design for leading investment analytics software vendors that provide services to institutional, high net worth and individual investors. She was also a Lecturer and Executive in Residence at the UCLA Anderson Master of Financial Engineering Program and an adjunct professor of Finance at Mt. St. Mary’s University’s MBA program for five years, and taught training classes on CFA-related concepts. Teri has a Bachelor’s degree from Duquesne University and has an MBA in Finance from University of California, Los Angeles.