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Terry Douglas
Retirement Plan Services Operations Specialist at Bank of Oklahoma
Professional Background
Terry Douglas is a highly effective leader known for inspiring team members to reach their full potential while aligning their efforts with organizational goals. With a wealth of experience in the financial services industry, Terry has honed his abilities to foster teamwork and motivate individuals to achieve success. His organized and detail-oriented approach allows him to strategize and prioritize tasks effectively, ensuring successful project completions even under pressure.
Most of Terry's professional career has been spent at Bank of Oklahoma, where he has held various significant roles. Starting as an Administrative Assistant at the University of Tulsa's College of Law, he quickly moved into the financial sector where he excelled in Client Services. Notably, Terry served as a Client Support Team Lead at Bank of Oklahoma, where he was instrumental in managing client relations and support operations. His roles have also included retiring Plan Services Operations Specialist, a position that required not only detailed knowledge of retirement plans but also the ability to lead teams effectively through operational changes.
Before his current role as a Retirement Plan Services Operations Specialist, Terry held the title of Fee Systems Analyst, where he utilized his analytical skills to enhance fee management processes. His tenure at the Bank of Oklahoma also involved key roles such as Client Services and Accounting Team Lead and Business Analyst, showcasing his versatility and adaptability in various functions across the organization.
Terry’s leadership style resonates well within his teams, as he believes in empowering individuals and fostering an environment of collaboration. His ability to make decisive choices helps his teams to stay aligned with overarching project goals, ultimately driving success for the organization.
Education and Achievements
Terry Douglas has a solid educational foundation, starting with a Bachelor of Science degree from Southern Nazarene University. Furthermore, he also completed an Associate of Arts and Sciences (AAS) at Tulsa Community College, ensuring that he possesses a well-rounded academic background that supports his professional endeavors. His education, combined with diverse work experiences, has equipped him with the skills necessary to thrive in fast-paced environments.
He graduated from Claremore High School, where his early inclination towards leadership and organization became apparent. Terry's disciplined educational journey reflects his commitment to personal and professional development, which he continues to pursue throughout his career.
Achievements
Throughout his distinguished career, Terry Douglas has been recognized for his exceptional leadership and operational efficiencies. His ability to lead teams through change has contributed significantly to the success of numerous projects at Bank of Oklahoma. Terry is often praised for his dedication to quality service, attention to detail, and strategic foresight.
Moreover, his experience as a Help Desk Manager and Support Center Manager has given him in-depth knowledge in technical operations as well. Terry's focus on bridging the gap between technical solutions and client needs exemplifies his holistic approach to service delivery. This unique combination of skills makes him a sought-after leader in the field of financial services.
In summary, Terry Douglas stands out as a consummate professional with a proven track record of success in leadership, client services, and operational management. His commitment to excellence and continuous improvement keeps him at the forefront of his industry, inspiring those around him to strive for greatness.
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Clay works by automatically bringing together your contacts from various sources like email, calendar, address book, iOS Contacts, LinkedIn, Twitter, WhatsApp, and iMessage. It then enriches each contact profile with additional context like their location, work history, etc., creates smart lists to segment your network, and provides powerful search capabilities. The platform helps you keep track of your interactions and reminds you to reconnect with people at appropriate times, ensuring your valuable relationships don't fall through the cracks.
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Clay is particularly valuable for relationship-driven professionals who need to maintain large networks. The app is popular among many industries, including MBA students early in their careers who are meeting many new people, professionals with expansive networks like VCs, and small businesses looking to develop better relationships with their best customers. Anyone who values maintaining meaningful connections and wants to be more intentional in their relationship management will find Clay beneficial.
Clay offers competitive pricing in the personal CRM market. Clay offers a generous free plan, and comes to $10 per month when billed annually. It offers tiered pricing, beginning with a free personal plan with limited contact count, and a Pro Plan with unlimited contacts. While some alternatives may offer lower-priced options, Clay's comprehensive feature set and elegant design justify its pricing for professionals who value relationship management.
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