Terese Krafcheck

Terese Krafcheck serves as a Senior Vice President and Client Service Officer in the GreatBanc ESOP Client Services Group. She specializes in client relationship management.

Prior to joining GreatBanc Trust Company in 2016, the Milwaukee native served several national institutions as a trustee and investment manager for 401k, PSP, DB, and corporate assets. Ms. Krafcheck also spent more than 20 years serving public pension funds. She has extensive experience in retirement plan design, administration, investment management, and governance.

Ms. Krafcheck is an active member of The ESOP Association (TEA)’s Administration Advisory Committee and is a prior member of the Fiduciary Advisory Committee. She is an Accredited Investment Fiduciary (AIF) and Certified Employee Benefit Specialist (CEBS). Ms. Krafcheck is also an active member of the National Center for Employee Ownership (NCEO), the Worldwide Employee Benefits Network (WEB), and the International Society of Certified Employee Benefits Specialist (ISCEBS).

She holds Bachelor of Business Administration (BBA) degree in finance from the University of Wisconsin-Milwaukee.