Terry Dunne

Terry Dunne is a financial services professional with 40 years of experience in sales and marketing, specializing in retirement savings and planning. He has been featured in various U.S. publications, including US News & World Report, PLANSPONSOR, and the Wall Street Journal. Terry is a former SVP and managing director of the Retirement Services Group at Millennium Trust Company, where he built important strategic alliances with numerous key players in the retirement plan space. He has also held various positions in marketing, client service, trust sales, tax management, and commercial banking with Harris Associates, Chicago Title and Trust, Arthur Andersen, and Harris Trust and Savings Banks.

Terry's educational background includes studies at Lyons Township, DePaul University, the University of Chicago, and the University of Notre Dame. He is passionate about writing articles and discussing topics such as missing plan participant search efforts, handling uncashed checks, and retirement plan terminations. He is also open to discussing Shark Tank and politics.