Optimistic, innovative, determined – these are the three words Terry O’Prey, Managing Director of Non-Qualified Services at Newcleus, uses to describe himself.
We’ve decided to give you a little insight into the team at Newcleus and thought you’d enjoy knowing more about the people who make up One Newcleus.
Today, meet Terry O’Prey, who joined our leadership team this year to enhance and strengthen our capabilities in non-qualified plan services by leveraging proprietary technology and systems for clients and strategic advisors.
O’Prey’s impressive 25-year career includes working with top-ranked executive benefits consulting and administration companies. He provided privately held and publicly traded banks and companies with the highest level of service in the design, financing, implementation and administration of their employee and executive benefit plans.
With years of experience in all facets of non-qualified plan consulting, funding optimization and plan administration, O’Prey brings a lot to the table.
An avid golfer, O’Prey played varsity golf at De La Salle High School in Concord, California and at the University of California, Davis, where he earned a Bachelor of Science in managerial economics.
When asked about how he felt about joining the team, O’Prey said, “I am grateful and beyond excited to join Newcleus. I believe we have the foundation needed to deliver uncommon growth and success because of the innovative and entrepreneurial mindset of our ONE Newcleus team!”
We’re just as excited to watch O’Prey create thoughtful customized executive retirement plans to help our clients attract, engage, retain and eventually provide lifetime income to their best employees.
In addition to his role with Newcleus, Terry currently serves on the Board of Feeding The Hungry of the Palm Beaches. There, he volunteers his time and expertise to revolutionize how impoverished communities can lift themselves up when provided the appropriate resources and education. Their mission? “Educate and Liberate.”
Our President and CEO Daniel Barbaree said, “Terry brings an impressive level of expertise in customer service, plan design and implementation to our team.
His leadership and experience will be essential as we continue to grow our non-qualified division and elevate our Lifetime Income Non-Qualified Solution, LINQS+.”
Welcome to the team, Terry!
Work With Someone You Can Trust
Newcleus powers financial institutions and their employees by designing and administering secure compensation, benefit, investment and finance strategies.
We’ve spent years creating a team, a culture and technology that ensures that all clients receive exceptional service and a greater return on their investment.
Contact our team at Newcleus today if you’re seeking support to make the design and implementation of your non-qualified deferred compensation plans as seamless as possible.