Alishia Terry

Alishia Terry is Director of Client Services and Operations. Her responsibilities include onboarding new clients, account maintenance, and ensuring a variety of client needs - such as money movement, beneficiary issues, and professional referral requests - are handled in a timely manner.

Alishia graduated from Rhode Island College with a Bachelor of Science in Finance. She began her career at Signet as a portfolio administrator where she assisted with operations and prior day account activity. Before joining Signet, she worked for Citizens Bank as a small business loan officer and was responsible for closing Small Business Association and commercial real estate loans, as well as franchise and acquisitions loans.

Alishia enjoys cooking, spending time with friends and famly, and exploring new destinations.

Experience

• Director of Client Services and Operations, Signet Investment Advisory Group
• Small Business Loan Officer, Citizens Bank

Education

• B.S., Finance, Rhode Island College