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Terri Defina - Email & Phone Number

Financial Controller at Twelve Points Wealth Management

Terri Defina is based out of Waltham, Massachusetts, United States and works at Twelve Points Wealth Management as Financial Controller.

Terri Defina's Contact Information

Terri Defina's Work email
t*****@twelve***.com
Valid
Latest update
October 31, 2025
Location
Waltham, Massachusetts, United States

Terri's current employer

Twelve Points Wealth Management logo

Twelve Points Wealth Management

Description
Twelve Points Wealth Management is here to help you find your financial freedom and security with a team that is built on integrity and t...
HQ Location
Concord, MA, United States
Number of employees
11-50
Industry
Financial Services
Latest update
April 30, 2024

Frequent questions about Terri Defina

What company is Terri Defina working for?
Terri Defina works for Twelve Points Wealth Management.
What is Terri Defina's function at Twelve Points Wealth Management?
Terri Defina is Financial Controller at Twelve Points Wealth Management.
Where is Terri Defina based?
Terri Defina is based out of Waltham, Massachusetts, United States.
What is Terri Defina's work email address?
Terri Defina's professional email address is t*****@twelve***.com
Who are Terri Defina's co-workers?
Terri Defina's colleagues are Dave Clayman, Francesca Federico, Igor Tiguy, Deborah Cartisser, Jonathan Kondracki, Rebecca Cloutier, Chris Cahill, Joey Belsanti, John Gentry, Kimberly Winkle, Manny Frangiadakis, Andrew McGill, Greg Phillips, Barbara Maietta.
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Terri's co-workers

Dave Clayman avatar
Dave Clayman
Co-Founder and CEO, Wealth Manager
Francesca Federico avatar
Francesca Federico
Co-Founder & President, Wealth Advisor
Igor Tiguy avatar
Igor Tiguy
Director, Planning Services & Co-CIO
Deborah Cartisser avatar
Deborah Cartisser
Wealth Advisor, Chief Operating Officer
Jonathan Kondracki avatar
Jonathan Kondracki
Business Consultant
Rebecca Cloutier avatar
Rebecca Cloutier
Relationship Manager
Chris Cahill avatar
Chris Cahill
Partner and Principal in the Family Office division
Joey Belsanti avatar
Joey Belsanti
Wealth Management Intern
John Gentry avatar
John Gentry
Institutional Retirement Relationship Manager & Financial Wellness Specialist
Kimberly Winkle avatar
Kimberly Winkle
Chief Compliance Officer
Manny Frangiadakis avatar
Manny Frangiadakis
Principal
Andrew McGill avatar
Andrew McGill
Financial Advisor
Greg Phillips avatar
Greg Phillips
Corporate Retirement Plan Specialist & Private Wealth Advisor
Barbara Maietta avatar
Barbara Maietta
Financial Planner
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