Teri Grubb

Inspirer
DISC Type : di

SVP, Director of Operations & Client Experience at 1900 Wealth

San Antonio, Texas, United States

Overview

With over 25 years in financial services, Teri Grubb is the SVP, Director of Operations & Client Experience at 1900 Wealth. She has a background as a COO and specializes in operational leadership and strategic growth. She holds both a Masters and Bachelors degree in Organizational Development from the University of the Incarnate Word.

Based on her activity, Teri is an engaged member of the San Antonio community. She actively supports local initiatives and shows enthusiasm for the citys NBA team, the San Antonio Spurs.

She has been recognized by the San Antonio Business Journal as a "Woman of the Year" and one of the "Top 40 Under 40. "

Personality Overview

Generous

Achievment Oriented

Charming & Persuasive

They usually prefer to drive the conversation.  They don’t mind taking a stand if they believe in something. They measure a product on its merit but can be influenced by strong testimonials.

Topics They Care About

Client Experience
Her current title is Director of Operations & Client Experience, and her official bio highlights her focus on ensuring excellence across all firm processes for clients.
Operational Leadership
She has extensive experience in senior operational roles, including serving as COO at two previous wealth management firms, focusing on efficiency and integrity.
Team Development
She has recently and repeatedly posted about hiring driven team members, indicating a focus on building and strengthening her client service team at 1900 Wealth.

Media Appearances

Teri M. Grubb – 1900 Wealth Team Profile. Featured in 1900 Wealth (company website)

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Executive Team Expands After Surpassing Growth Goals. Featured in 1900 Wealth (company news release)

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Work History

5-2025
SVP, Director of Operations & Client Experience at 1900 Wealth
9-2024 - 3-2025
Chief Operating Officer at Sendero Wealth Management
6-2023 - 8-2024
SVP, Director of Trust Operations & Client Experience at Jefferson Bank
9-2019 - 6-2023
Senior Director | Leadership at CAPTRUST
9-2019 - 6-2023
Senior Director | Advisor Group at CAPTRUST

Education

2010 - 2011
Master's Degree from University of the Incarnate Word
2006 - 2008
Bachelor of Arts - BA from University of the Incarnate Word

More Information

Social Presence :

Prographics :

Exp : 25 Location : San Antonio, Texas, United States Job Level : Leadership Designation : SVP, Director of Operations & Client Experience at 1900 Wealth
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Insights For Selling To Teri

During A Call Or A Meeting

DO's

  • Clearly address the competitive aspects
  • Refer to testimonials from well known people to highlight the value of your product
  • Acknowledge their status and position during the conversation

DONT's

  • Avoid focusing only on the product or its ROI, keep building trust subtly
  • Don't be unorganized, be prepared for the pitch
  • Don’t be very informal even if they are being so themselves

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Teri is

  • Belief in the value of the product, relationship and a sense of accomplishment matter the most.
  • Will you ever get a clear answer from Teri

  • They are not shy of saying no if they do not develop trust in your product.

Insights For Deal Planning

    How fast (or slow) will Teri move?

  • If they develop confidence in your product and you, then they can make fast decisions.
  • Can Teri take some risk or not?

  • If necessary, they have the ability to take risky decisions.

You And Teri

Personality Compatibility


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