Terri D Klatzkin

Bio

Ms. Klatzkin is a financial executive with over 20 years experience. She heads the Wealth Management Department of CEI and is involved in strategic and tax planning, wealth management, risk management, asset protection and management, family office management, and investments. A CPA formerly with KPMG in Baltimore, Ms. Klatzkin and her team work closely with subsidiaries, affiliates and business partners to structure transactions that assure tax efficient results for the organization. Ms. Klatzkin is a magna cum laude graduate of Towson University with a B.S. in Accounting.