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Terry Lee


T13E Consulting

For the past 8 years at Exari, Terry has helped companies increase efficiency, reduce risk and increase visibility in their contract process. Exari enables companies to successfully manage their contract risk and improve contracting efficiency while reducing the cost of internal and external compliance. Exari's solutions make this possible through the streamlining and automation of your contracting process while also providing unprecedented insight into your organization’s contract portfolio. We call this contract certainty and we’re 100% obsessed with helping our customers achieve it.

Prior to Exari, Terry was responsible for the U.S. enterprise banking business at Fidelity Information Services. FIS acquired eFunds where Terry ran the Major Accounts business, focused on large financial institutions. 

Before eFunds, Terry spent 6 years at IBM in various management, sales and business development positions, spent approximately 5 years co-founding various technology startups, and spent about 10 years on Wall Street. While on Wall Street, Terry held a number of securities licenses including Series 3, 4, 7, 24, 63, and 65 as well as being a Certified Anti-Money Laundering Specialist. 

When not working at Exari, Terry spends his spare time exploring how to improve his health and fitness through nutrition and exercise as well as paying for college tuition. 

Currently Terry and Team BoomerangFit (www.boomerangfit.com) are planning to climb Mt. Baker in mid-July to raise money for the CureAlzheimer's Fund. 

Specialties:

• Contract Management
• Document Assembly
• Contract Negotiation
• Contract Risk
• Risk Management
• Banking Compliance
• Banking Operations