Directory
>
Terri Folkins
Terri Folkins
Complex Assistant Manager | CUSO Financial Services
San Diego, California, United States
Terri Folkins
Summary
Terri Folkins is a seasoned professional with extensive experience in management consulting and financial services. Currently serving as a Complex Assistant Manager and Vice President at RBC Wealth Management, she has a proven track record of leadership in various roles across notable organizations like Morgan Stanley and Cuso Financial Services. With a career spanning over three decades, Terri has developed a robust skill set in administrative management and transitions. Her diverse experience includes working in both large corporate environments and smaller financial institutions, showcasing her adaptability and breadth of knowledge. Terri's commitment to excellence is evident in her progression from regional roles to senior management positions. She is well-versed in navigating complex administrative frameworks and is dedicated to fostering team success. Outside of her professional life, Terri is likely to be engaged in community initiatives, reflecting her holistic approach to leadership and service.
Terri Folkins
Work Experience
Complex Assistant Manager at
RBC Wealth Management
June 2022 - Present
Vice President, Transitions at
CUSO Financial Services
January 2022 - Present
Director, Implementations and Transitions at
Sorrento Pacific Financial
June 2016 - January 2022
Director, Implementations and Transitions at
CUSO Financial Services
July 2016 - January 2022
Manager, Branch Supervision at
CUSO Financial Services
November 2014 - July 2016
Assistant Vice President, Supervision at
LPL Financial
March 2010 - November 2014
AVP, Complex Administrative Manager at
MORGAN STANLEY ADMINISTRADORA DE CARTEIRAS S/A
January 2006 - January 2010
Regional Branch Examiner at
Intersecurities
January 2001 - January 2006
Multiple at
Lpl Finanical
January 1990 - January 2001
Frequently Asked Questions about Terri Folkins
What is Terri Folkins email address?
Terri Folkins's primary email address is *************@rbc.com. To view the full verified email and additional contact details, sign up for free with Muraena.
What company does Terri Folkins work for?
Terri Folkins is a Complex Assistant Manager at CUSO Financial Services, a company specializing in Functions related to depository banking.
How can I directly contact Terri Folkins?
To contact Terri Folkins directly, you can use the email address *************@rbc.com. Complete contact information is available upon registration with Muraena.
Who is Terri Folkins?
Terri Folkins is a seasoned professional with extensive experience in management consulting and financial services. Currently serving as a Complex Assistant Manager and Vice President at RBC Wealth Management, she has a proven track record of leadership in various roles across notable organizations like Morgan Stanley and Cuso Financial Services. With a career spanning over three decades, Terri has developed a robust skill set in administrative management and transitions. Her diverse experience includes working in both large corporate environments and smaller financial institutions, showcasing her adaptability and breadth of knowledge. Terri's commitment to excellence is evident in her progression from regional roles to senior management positions. She is well-versed in navigating complex administrative frameworks and is dedicated to fostering team success. Outside of her professional life, Terri is likely to be engaged in community initiatives, reflecting her holistic approach to leadership and service.
Terri`s contact details
*************@rbc.com
********@cusonet.com
Colleagues
Member Board of Directors
Vice President
Vice President Operations
Vice President Of Business Development
Vice President, Financial Institution Recruiting
VP, Program Marketing
Vice President, UAT & Platform Maintenance
Vice President, Strategic Services
Managing Director - Co-Head Financial Institution Channel
Vice President, Financial Services Manager