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Terri Folkins

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Terri Folkins

Complex Assistant Manager | CUSO Financial Services

San Diego, California, United States

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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.

General

Generalist

Leadership Experience

Long-Term Tenure

Professional interests

Leadership Development

Innovation

Organisational experience

Corporate Experience

Terri Folkins

Work Experience

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Complex Assistant Manager at

RBC Wealth Management

June 2022 - Present

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Vice President, Transitions at

CUSO Financial Services

January 2022 - Present

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Director, Implementations and Transitions at

Sorrento Pacific Financial

June 2016 - January 2022

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Director, Implementations and Transitions at

CUSO Financial Services

July 2016 - January 2022

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Manager, Branch Supervision at

CUSO Financial Services

November 2014 - July 2016

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Assistant Vice President, Supervision at

LPL Financial

March 2010 - November 2014

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AVP, Complex Administrative Manager at

MORGAN STANLEY ADMINISTRADORA DE CARTEIRAS S/A

January 2006 - January 2010

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Regional Branch Examiner at

Intersecurities

January 2001 - January 2006

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Multiple at

Lpl Finanical

January 1990 - January 2001

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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

mail

*************@rbc.com

********@cusonet.com

Colleagues

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Awma Russell Gochneaur Aams Crps Crpc

Member Board of Directors

Stephen Widner

Vice President

Stephen Widner

Vice President Operations

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Shari Januszewski

Vice President Of Business Development

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Bob Conrad

Vice President, Financial Institution Recruiting

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Deanne Laurvick

VP, Program Marketing

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Kate Birchell

Vice President, UAT & Platform Maintenance

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Rebecca Shelton

Vice President, Strategic Services

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Kevin Mummau

Managing Director - Co-Head Financial Institution Channel

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Patricia Flores Pmp

Vice President, Financial Services Manager

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