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Terra Gordon
Associate Vice President, Trading Analyst at Benjamin Edwards Inc.
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
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Benjamin F. Edwards & Co. | Associate Vice President, Trading Analyst | Mar 2020 to Present | — |
| Wells Fargo Advisors | Trading 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 Advisors | Securities Operations Service Specialist II | Jan 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 Union | Financial Specialist | Jan 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 Union | Teller Financial Service | Jan 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)
| Name | Role | Location |
|---|---|---|
| Branch Manager, Senior Vice President - Investments | Chandler, AZ , United States | |
A Allen Catalanotto | Senior Vice President-Investments and Branch Manager | Mandeville, LA , United States |
| Senior Vice President- Investments | Middletown, RI , United States | |
A A Paul Olsen | Senior Vice President - Investments, Branch Manager | Madison, WI , United States |
| Chief Investment Officer | St. Louis, MO , United States | |
| Vice President - Investments | Belleville, IL , United States | |
| Senior Vice President – Investments and Branch Manager | Biloxi, MS , United States | |
| Senior Vice President - Investments, Branch Manager | Harrison, AR , United States | |
| Vice President - Investments | Peoria, IL , United States | |
D Dave Brumme | Vice President Investments and Financial Consultant | Springfield, IL , United States |
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| Research Analyst | Kennedy Capital Management LLC | St. Louis, MO , United States | |
C Chris Jersan | Portfolio Manager | Wedgewood Partners Inc. | St. Louis, MO , United States |
M Michael Quigley | Senior Portfolio Manager | Wedgewood Partners Inc. | St. Louis, MO , United States |