Dr. Terrance K Martin Jr The University of Texas Rio Grande Valley Department of Economics and Finance (956) 665-7358 Email: terrance.martin@utrgv.edu EDUCATION PhD, Texas Tech University, 2013 Major: Financial Planning Dissertation Title: Three Essays on Planning for Retirement MBA, Midwestern State University, 2008 Major: Business Administration Dissertation Title: The economic impact of tax poilcy on tourism revenue BBA, Midwestern State University, 2007 Major: Economics EMPLOYMENT Assistant Professor, University of Texas-Pan American (September 2013) Grauduate Part-Student Instructor, Texas Tech University (January 2010 - August 2013) Licensures and Certifications Series 65, NASAA. (July 2015) PUBLICATIONS Refereed Journals Articles Michael Guillemette, Terrance Martin, and Philip Gibson. "Investor Sophistication and Target-Date Fund Investing." Journal of Retirement (April (2nd Quarter/Spring) 2015) Michael Guillemtte, Monica Hussein, G. Michael Phillips, and Terrance Martin. "Minority household size and the life insurance purchase decision." Financial Services Review (April (2nd Quarter/Spring) 2015) Terrance Martin and Michael Finke. "A comparison of retirement strategies and advisory value." Journal of Financial Planning (November 2014) Terrance Martin, Michael FInke, and Philip Gibson. "Race, Trust, and Retirement Decisions." Journal of Personal Finance (October (4th Quarter/Autumn) 2014) Terrance Martin, Michael Guillemette, and Chris Browning. "Time Preference and Retirement Strategies." Applied Economics Letters Generated on Jun 17, 2016 Page 1 of 6
Michael Guillemette, Terrance Martin, Benjamin Cummings, and Russell James. "Determinants of the stated probability of purchase for longevity insurance." No. Geneva: Geneva Papers on Risk and Insurnace Philip Gibson, David Nanigian, and Terrance Martin. "Investor Preference for skewness and the demand for mutual funds." Journal of Financial Services Professional Terrance Martin, Philip Gibson, and Janine Scott. "Financial Literacy and Retirement Account Withdrawals.." Journal of Consumer Affairs Journal Articles Terrance Martin and Sara Ray. Meeting the Financial Literacy Challenge. Border Business Briefs. (July (3rd Quarter/Summer) 2014) Terrance Martin and Sara Ray. Financial Literacy in the Rio Grande Valley. Border Business Briefs. (April (2nd Quarter/Spring) 2014) Terrance Martin, Fabiola Urgel, and Michael Guillemette. Disability and Retirement Decisions. Terrance Martin, Michael Guillemette, Benjamin Cummings, and Russell James. Financial advice and flood insurance usage. no. Under Submission Refereed Journals Articles Philip Gibson, David Nanigian, and Terrance Martin. Investor Preference for skewness and the demand for mutual funds. Journal of Financial Services Professional. Media Contributions Internet KVEO. (March 01, 2015) Radio KURV Radio 710 AM. (March 01, 2015) TV KLUJ Interview. (July 01, 2015) KRGV Interview. (June 01, 2015) KFXV-LD Interview. (April 01, 2015) KVEO Interview. (February 01, 2015) CONTRACTS, GRANTS AND SPONSORED RESEARCH Grants Terrance Martin, "Financial Literacy Challenge," Wells Fargo, Private, $15,000.00. (August 2015 - August 2017) Terrance Martin, "Financial Literacy Challenge," Capital ONe, Private, $2,500.00. (April 2015 - March 2016) Generated on Jun 17, 2016 Page 2 of 6
March 2016) Terrance Martin, "Financial Literacy Challenge," State Farm, Private, $20,000.00. (April 2015 - March 2016) Terrance Martin, "Undergraduate Research Initiative," The University of Texas Rio Grande Valley, $2,000.00. (October 2014 - August 2015) Terrance Martin, State Farm, Private, $25,000.00. (July 2014 - July 2015) Terrance Martin, State Farm, Private, $10,000.00. (September 2013 - July 2014) Terrance Martin, Proctor and Gamble, Private, $10,000.00. (August 2013 - July 2014) Terrance Martin, "Faculty Development Grant," The University of Texas Rio Grande Valley, $2,000.00. (May 2014 - June 2014) Terrance Martin, "Junior Faculty Travel Grant," Office of Faculty Affairs, The University of Texas Rio Grande Valley, $500.00. (October 2013 - October 2013) AWARDS AND HONORS CFP Board Best Paper Award ACCI, Certified Financial Planning Board (May 2015) 2015 UTPA COBA Research Day Competition (1st Place), COBA Research & Faculty Development Committee (April 2015) Jack and Vivian Broyles Endowed Scholarship, Texas Tech University (August 2011) Jack and Vivian Broyles Endowed Scholarship, Texas Tech University (August 2010) ATT Chancellor Fellowship, Texas Tech University (January 2010) Good Neighbor Scholarship, State of Texas (2009) Good Neighbor Scholarship, State of Texas (2008) Good Neighbor Scholarship, State of Texas (2007) PRESENTATIONS Michael Guillemette, Terrance Martin, Benjamin Cummings, and Russell James. "Determinants of the stated probability of purchase for longevity insurance," Academy of Financial Services Annual Conference, The Academy of Financial Services, Orlando, FL. (October 2015) Terrance Martin and Fabiola Urgel. "Disability and retirement decision making: Evidence from the NLSY," Academy of Financial Services Annual Conference, The Academy of Financial Services, Orlando, FL. (October 2015) Lua Augustin, Michael Finke, and Terrance Martin. "Does financial literacy increase demand for financial planners?," Academy of Financial Services Annual Conference, The Academy of Financial Services, Orlando, FL. (October 2015) Benjamin Cummings, Michael Guillemette, Terrance Martin, and Russell James. "Results from the Survey of Household Financial and Risk Management," Academy of Financial Services Annual Conference, The Academy of Financial Services, Orlando, FL. (October 2015) Terrance Martin. "Time Preference and Retirement Planning Strategies," Academy of Financial Services Annual Conference, The Academy of Financial Services, Orlando, FL. (October 2015) Generated on Jun 17, 2016 Page 3 of 6
Michael Guillemette, Terrance Martin, Benjamin Cummings, and Russell James. "Determinants of the stated probability of purchase for longevity insurance." 2015 World Finance Conference, Buenos Aires, Argentina. (July 2015) Kenny Ozuna, David Nanigian, and Terrance Martin. "A Study of CEO Inside Debt Compensation on Bank Risk and Performance," 22nd Annual Conference of the Multinational Finance Society, Multinational Finance Society, Halkidiki, Greece. (June 2015) Michael Guillemette, Terrance Martin, Benjamin Cummings, and Russell James. "Determinants of the stated probability of purchase for longevity insurance," ACCI 2015, American Council on Consumer Interests, Clearwater Beach, Fl. (May 2015) Terrance Martin, Philip Gibson, and Janine Scott. "Withdrawals, Plan Loans and Financial Sophistication." Academy of Financial Services, Nashville, TN. (October 2014) Michael Guillemette, Terrance Martin, and Benjamin Cummings. "Who Demands Longevity Insurance?." Financial Planning Association Academic Conference, Seattle, Washington. (September 2014) Terrance Martin and Sara Ray. "Personal Financial Literacy Curriculum," Smarter Texas Conference, Texas Council for Economic Education, San Antonio, Texas. (June 2014) Terrance Martin and Michael Finke. "Race, Trust, and Retirement Decisions." Academy of Financial Services, Chicago. (October 2013) Terrance Martin. "More is Better: A comparison of retirement strategies," Financial Planning Association Academic Conference, FPA, Orlando, FL. (October 2013) Terrance Martin. "Time preference and Retirement Strategies," CFP Program Directors Conference, CFP Board, Washington D.C. (August 2013) Terrance Martin. "Planning for Retirement." National Black Graduate Student Conference, Dearborn, Michigan. (March 2013) Terrance Martin. "Retirement savings and financial planners." Academy of Financial Services, San Antonio Texas. (September 2012) Terrance Martin. "Professional financial advice and its impact on retirement preparedness," CFP Board Registered Programs COnference, CFB Program Board, Washington D.C. (August 2012) Terrance Martin. "The use of a financial planner and the risk tolerance gap," National Black Graduate Student Conference, NBGSA, Valley Forge, PA. (March 2012) TEACHING Courses Taught Financial Planning Fundm of Fina Planning Introduction to Finance Investment Principles Investment Principles Life and Money Generated on Jun 17, 2016 Page 4 of 6
Managerial Finance Portfolio Management Prin of Insurance Retirement Planning Sem in Finance Topics Directed Student Learning Dissertation Committee Chair. Kenny Ozuna, (January 2015) Undergraduate Honors Thesis. Jose Nunez,, Economics and Finance (UTPA). (January 2015) Faculty Mentor URI "Disability and Retirement Preparedness", Economics and Finance (UTPA). (September 2014 - August 2015) SERVICE Department Service Faculty Advisor, Insurance and Financial Planning Association. (November 2014) Faculty Advisor, Financial Management Association. (October 2013) Committee Member, Annual Review. (August 2015 - August 2016) Committee Member, Finance Search. (August 2015 - August 2016) Committee Member, Performance Appraisal. (August 2014 - May 2015) Committee Member, Finance search committee. (September 2013 - May 2015) Committee Member, Comprehensive Examination. (June 2014 - August 2014) College Service Committee Chair, Undergraduate Curriculum. (September 2014) Committee Chair, State Farm Financial Literacy Project. (September 2013) Committee Member, UTRGV COBE Key Policies Taskforce. (March 2015 - August 2015) Committee Member, Assessment Week. (December 2013 - December 2013) University Service Committee Member, Default Management Task Force. (December 2013) Development Activities Attended Continuing Education Program, "Hybrid Exemplary Course Program," (January 2015 - December 2015) Workshop, "PFP Alum Research and Development Symposium," (March 5, 2015 - March 6, 2015) Generated on Jun 17, 2016 Page 5 of 6
Workshop, "Quality Matters," COLTT. (February 2015 - February 2015) Continuing Education Program, "Teaching Online Training," COLTT. (October 2014 - December 2014) Conference Attendance, "The Teaching Professor Conference," (May 29, 2014 - June 1, 2014) Workshop, "New Faculty Support Program," Office of the Vice Provost for Faculty Affairs. (September 3, 2013 - April 15, 2014) Workshop, "Development and Research Symposium," Department of Personal Financial Planning, TTU. (February 21, 2014) Workshop, "IRB Basics," Office of Research and Innovation. (September 11, 2013) Professional Service Reviewer, Journal Article, Financial Services Review (October 2014) Reviewer, Conference Paper, Academy of Financial Services (May 2015 - June 2015) Session Chair, Financial Management Association, Nashville, (October 2014 - October 2014) Session Chair, Financial Management Association, Atlanta, (October 2012 - October 2012) Professional Memberships Academy of Financial Services (AFS) (August 2012) Financial Planning Association (FPA) (August 2012) Financial Management Association (FMA) (July 2012) Public Service Committee Member, State Board of Education's Texas Essential Knowledge and Skills Writing Committee, Austin, (May 2015) Member, Deep South Texas Financial Literacy Alliance, Edinburg, (October 2013) Guest Speaker, Southern Careers Institute, Pharr, (June 2014 - June 2014) Guest Speaker, Palmview High School, Palmview, (April 2014 - April 2014) Generated on Jun 17, 2016 Page 6 of 6