Teri Boatman, Client Service Operations Director

“The best angle from which to approach any problem is the try-angle”  – Unknown

Teri provides executive new business and client servicing and manages all things necessary so that our team can focus on what they do best.

​She embraces all challenges and is most satisfied when helping clients.  She’s our ‘go to’ person for all things large and small that make a difference.  She’s an expert collaborator and enjoys clearing the path and meeting challenges.  Her years of management where expert individual knowledge coupled with amazing teamwork during her 23 years at American Express provide a wealth of experience to leverage and build upon.  A great day for Teri continues to be a day filled with progress and new opportunities.

Teri holds her MBA in Technology at Nova Southeastern. She has an array of accomplishments that include “Outstanding Performance Achievement and Six Sigma Black Belt with American Express. BS/CIS (Computer Information Science) and Microsoft UDB & SQL Server Database Administration on Windows, Unix & Linux platforms. UDB/DB2 Database Administration on IBM S/390. Her passions are being there for friends and family, turtle hatchling rescue and exposure to the opportunity for financial success for everyone.