Teri Moomaw is a Branch Administrative Supervisor serving the Portland, Oregon area, with more than 30 years of experience in the financial services industry. Since beginning her career in 1993, she has developed extensive expertise in branch operations, compliance, and supervision, holding FINRA Series 7, 9, 10, 63, and 65 licenses. Teri is known for her strong leadership, organizational skills, attention to detail, and commitment to supporting both clients and colleagues. She is happiest helping clients navigate questions and ensuring their needs are met with care and efficiency.
A two-time recipient of the Baird Branch Administrative Supervisor of the Year Award, Teri has been recognized company-wide for her outstanding leadership and industry knowledge. Outside of work, she enjoys spending time with her partner, Fred, their two sons, extended family, and their four cats. An avid animal lover, she enjoys daily long walks, cooking, and listening to music.