Terri Larson

Fractional CEO Management Advisor @How To MANAGE a Small Law Firm

Denver, CO, US
MOBILE NUMBERS
+91 *********19

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WORK HISTORY

Oct 2023 — Present

Fractional CEO Management Advisor @How To MANAGE a Small Law Firm

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Denver, CO, US

Advise solo and small law firm owners on growth acceleration, profitability, leadership development, and operational scale across the seven-part business framework. Partner with CEOs and managing partners to build sustainable, profitable businesses with strong financial and operational fundamentals.• Drive strategic planning, operational prioritization, and performance accountability improving revenue growth, profitability, and team alignment.• Advise on operating systems, pricing strategies, leadership coaching, and execution frameworks to reduce inefficiencies and accelerate scaling.

EDUCATION

2009 — 2011

University of Wisconsin-Madison

Diploma/Certificate, CUNA Management School / School of Banking & Finance

2015 — 2018

University of Phoenix

Bachelor’s Degree, Business/Finance

SKILLS

UnderwritingReal Estate LendingMortgage BankingRetail BankingLoss MitigationMortgage UnderwritingLife & Health Insurance LicensesSmall Business LendingStrategic PlanningFinanceMortgageReal Estate FinancingFinancial AnalysisMortgage ServicingAlmPortfolio ManagementMortgage LendingLoansConsumer LendingResidential MortgagesCreditProject ManagementFinancial ServicesCash ManagementIndirect Sales ChannelsFhaVa LoansLeadershipBankingLines of CreditRisk ManagementConstruction LoansCredit CardsAchLoan OriginationCredit AnalysisBranch ManagementFundingCommercial MortgagesLoan Servicing

ABOUT TERRI LARSON

Strategic business transformation executive with 25+ years of success scaling organizations, improving profitability, and building high-performing teams across financial institutions, franchising, legal/professional services, insurance, and product strategy.I specialize in turning complex business challenges into clear, executable pathways to growth. My leadership approach blends strategy + disciplined operational execution + leadership development to accelerate results and create thriving, accountable cultures.Selected achievements:• Scaled franchise operations and strengthened unit profitability through operational playbooks, coaching, and performance systems.• Developed and executed product & segmentation strategy for a regional financial institution supporting revenue growth and improved product performance.• Led retail banking and mortgage operations transformation overseeing branches, contact center, digital, product, and real estate, improving service efficiency and cross-functional collaboration.• Advised CEOs and partners on growth and operational optimization, transforming business performance across the seven parts of the business operating model.What I deliver— Scalable growth and operational rigor— Increased revenue, margin improvement & cost efficiency— Strong, aligned leadership teams— Clear strategy connected to measurable executionI love building businesses people are proud of, where leaders thrive, teams collaborate, and performance accelerates.

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Terri Larson — Fractional CEO Management Advisor at How To MANAGE a Small Law Firm in Denver, CO, US | Unifers