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Terra Gordon

Terra Gordon

Associate Vice President, Trading Analyst at Benjamin Edwards Inc.

St. Louis, MO , United States

About

Terra Gordon is Associate Vice President and Trading Analyst at Benjamin F. Edwards & Co. in St. Louis, MO, a role she has held since March 2020. In this capacity, she executes financial transactions across a broad portfolio, managing trading operations and supporting the execution of client investment strategies. Her responsibilities also include providing analytical support to the trading desk and ensuring operational accuracy in trade implementations.

Gordon specializes in equities and fixed income securities, with a focus on portfolio implementation and trade execution for individual and institutional clients. Her expertise extends to transaction analysis, risk management, and the use of electronic trading platforms to support efficient trading processes.

Prior to joining Benjamin F. Edwards, Gordon held positions at Wells Fargo Advisors as a Trading Service Representative II and Securities Operations Service Specialist, where she gained experience in client portfolio implementation and securities operations. She holds a Master of Business Administration from Lindenwood University and dual Bachelor of Business Administration degrees from the University of Missouri-Saint Louis, grounding her in business administration, marketing, and financial services operations. Gordon is recognized for her meticulous approach, client service orientation, and operational leadership in the trading and investment sectors.

Career History

OrganizationRoleDate RangeDetails
Benjamin F. Edwards & Co.Associate Vice President, Trading AnalystMar 2020 to Present
Wells Fargo AdvisorsTrading Service Representative II(Portfolio Implementation)Feb 2017 to Mar 2020
✨Execute financial transactions and securities trading for 36,042 accounts with $532 billion assets under management in a fast pace deadline driven environment ✨Process shareholders tax harvest submis...
Wells Fargo AdvisorsSecurities Operations Service Specialist IIJan 2016 to Feb 2017
✨Facilitated alternative investment vehicles transfers and re-registrations amongst accounts and multiple broker dealers ✨Processed, revised and submitted substantial critical documents amongst client...
1st Financial Federal Credit UnionFinancial SpecialistJan 2014 to Jan 2016
✨Assisted credit union members and branch infrastructure daily in conducting financial transactions ✨Developed client relationships by providing trusted advise on the credit union products and service...
Vantage Credit UnionTeller Financial ServiceJan 2012 to Jan 2014
✨Assisted credit union members and branch support with banking transactions ✨Properly managed credit union members banking accounts ✨Managed high volume demands, cash and checks in a fast-paced atmosp...

Education

Lindenwood University

Masters Of Business Administration, Business Administration and Management, General

2016 2017

University of Missouri-Saint Louis

Bachelor of Business Administration - BBA, Business and Personal/Financial Services Marketing Operations

2009 2013

University of Missouri-Saint Louis

Bachelor of Business Administration - BBA, Business Administration and Management, General & Marketing

2009 2013

Others at Benjamin Edwards Inc. (47)

NameRoleLocation
Adpa Theresa Clemmons
Adpa Theresa Clemmons
Branch Manager, Senior Vice President - InvestmentsChandler, AZ , United States
A
Allen Catalanotto
Senior Vice President-Investments and Branch ManagerMandeville, LA , United States
Anne McCarver
Anne McCarver
Senior Vice President- InvestmentsMiddletown, RI , United States
A
A Paul Olsen
Senior Vice President - Investments, Branch ManagerMadison, WI , United States
Bill Hornbarger
Bill Hornbarger
Chief Investment OfficerSt. Louis, MO , United States
Brent Wilhelm
Brent Wilhelm
Vice President - InvestmentsBelleville, IL , United States
Bridget Weatherly
Bridget Weatherly
Senior Vice President – Investments and Branch ManagerBiloxi, MS , United States
Chris McNew
Chris McNew
Senior Vice President - Investments, Branch ManagerHarrison, AR , United States
Cliff Laine
Cliff Laine
Vice President - InvestmentsPeoria, IL , United States
D
Dave Brumme
Vice President Investments and Financial ConsultantSpringfield, IL , United States
Showing 1-10 of 47 team members

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