Edna Teresi

 

Edna Teresi

Client Service Associate

edna.teresi@threeplusone.us

Edna brings a diverse background in the financial industry to three+oneĀ®, including positions in both the private and public sectors. Edna began her career by honorably serving in the United States Marine Corps for four years. For another eight years, she worked as a legal and administrative assistant for the U.S. Treasury Department in New Jersey. She then moved into the private sector, advancing from Compliance Analyst to Senior Administrator in Internal Compliance for Schwab Capital Markets. From there, she continued her work as a Compliance Specialist for JP Morgan Chase. Outside of her work in the financial industry, Edna is a health and wellness coach and a martial arts trainer.

Joseph Rulison

CEO and Co-Founder

jrr@threeplusone.us
Ext. 700

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Peter Forsgren, CTP

COO and Co-Founder

pdf@threeplusone.us
Ext. 701

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Garrett Macdonald, CTP

Vice President

gam@threeplusone.us
Ext. 704

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Scott Allen

Vice President of Business Management & Finance

sja@threeplusone.us
Ext. 702

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Andrew Hagemeister

Software Developer

agh@threeplusone.us
Ext. 703

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Lena Smith

Relationship Specialist

lrs@threeplusone.us
Ext. 705

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Alex DeRosa

Relationship Specialist

ald@threeplusone.us
Ext. 706

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Tyler Frame

Relationship Analyst

tdf@threeplusone.us
Ext. 708

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Edna Teresi

Client Service Associate

edna.teresi@threeplusone.us
Ext. 707

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Manel Chaib

Data Analyst

mc@threeplusone.us

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180 Office Parkway
Pittsford, NY 14534

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1 (585) 484-0311

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cashvest@threeplusone.us