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This profile was last updated on 3/13/14  and contains information from public web pages and contributions from the ZoomInfo community.

Partner

Phone: (480) ***-****  HQ Phone
Email: t***@***.com
Local Address: Phoenix, Arizona, United States
Cornerstone Advisors , Inc.
7272 E. Indian School Road Suite 400
Scottsdale, Arizona 85251
United States

Company Description: Cornerstone Advisors was formed by some of the financial industry's most respected strategy and technology consultants. Our goal is to continue building an advisory...   more
Background

Employment History

Board Memberships and Affiliations

Education

  • Bachelor of Arts Degree
    University of California at Berkeley
  • BA Degree
    University of California at Berkeley
  • BA
    University of California at Berkeley
122 Total References
Web References
Team | Cornerstone Advisors
www.crnrstone.com, 13 Mar 2014 [cached]
Terence Roche - Principal
In the meantime, the situation is ...
www.cumanagement.org, 12 Jan 2013 [cached]
In the meantime, the situation is critical to credit unions operating in this tough economic era where interchange fees have been an important source of non-interest income, suggested Terence Roche, director of Cornerstone Advisors, during the Webinar.
"We're at an unprecedented point where fee income is over 250 percent of net profit, which puts a white hot light on anything fee related," Roche said.
Terence Roche, Principal | Cornerstone Advisors
www.crnrstone.com, 13 Mar 2014 [cached]
Terence Roche
...
Terence Roche
Principal
A co-founder of Cornerstone Advisors, Terence Roche brings to the firm more than 35 years of experience in bank operations and consulting. Terence has directly managed over 50 System Selection processes and written numerous Technology Plans. He has directed several Organizational Assessments and Process Redesign engagements, and he has performed assessments of corporate and functional job titles and incentive plans. He frequently works with Boards on governance issues.
Terence has been invited to speak before various bank, credit union and vendor conferences. He taught at banking schools for the Bank Administration Institute, America's Community Bankers and the Credit Union Executives Society. He served as a faculty member of the University of Wisconsin Graduate School of Banking and CUES Management Institute. He is among the authors of The Mid-Sized Bank Study 2002,The Cornerstone Report: Benchmarks & Best Practices for Mid-Size Banks and The Cornerstone Report: Benchmarks & Best Practices for Credit Unions. Terence is a regular contributing author for GonzoBanker, Cornerstone's well regarded industry blog, and he has been published in numerous banking periodicals, including American Banker, BAI Banking Strategies, Bank Technology News, Independent Banker, and CU Management magazine, a CUES publication.
Prior to founding Cornerstone, Terence was a Managing Director at M ONE, Inc., where he built the firm's highly successful vendor selection practice. Before M ONE, Terence held several senior level positions at mid-size banks, including Retail Division Manager, Chief Information Officer and Human Resources Director.
Terence holds a Bachelor of Arts Degree from the University of California at Berkeley.
Learn more about Terence Roche's industry experience >
CUES - Members Only
www.cues.org, 6 Jan 2010 [cached]
By Terence Roche, principal, Cornerstone Advisors Inc., CUES' partner in CUES Tech Port
RFG - CEO Directors Forum
www.raddon.com, 26 Sept 2013 [cached]
Terence Roche, Principal
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