For confidential discussion, analysis or research, contact:

Terry Wise


Twitter: @bankstrategist

Telephone: (630) 569-3145 is operated by Terry Wise to provide data, research, analysis and information sources for banks, thrifts, credit unions and other firms in the finance and mortgage finance sectors.

Terry brings over four decades of experience and expertise in strategic planning, corporate finance, mergers and acquisitions, financial governance, budgeting and forecasting, investor relations and business restructuring and turn-arounds.

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Throughout his career, Terry has led corporate strategy areas and strategic research regarding external factors and their potential impact on the banking and financial services industry with a focus on community banking’s important role. Terry has carried out research and analysis on the economy, housing, and mortgage markets for a variety of banks and FHLBanks.

His objective is to have be an important source for research, analyses and information on these external environments that will impact banks, thrifts, credit unions and others financial and mortgage industry participants and how these may impact your business strategy. Partnering with you for your continued success.

Prior to starting, Terry gained a depth and breadth of experience across banking, insurance and financial services working at community banks such as City National Bank of Detroit, First of America, Integra Bank and BankFinancial, larger regional banks such as National Bank of Detroit and First Chicago and in the FHLBank system. His unique experience in banking mergers and acquisitions (see graphic) resulted from his ability to partner with others to build a team and  to successfully define and implement a merger strategy and fit with the strategic business plan.

Terry received his M.B.A. from the University of Michigan in Finance and Banking and his B.A. in Economics from Wabash College.