Rick Folk Email & Phone Number
Head of Custody Sales, Institutional Wealth Management Services @ Fidelity Investments
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Rick Folk Location
- Argyle, TX, US
Rick Folk Work
- 2024 -now Head of Custody Sales, Institutional Wealth Management Services @
- 2012 -2024 Senior Vice President, Regional Managing Director - Institutional Wealth Management Services @
- 2007 -2012 Regional Vice President, Defined Contribution Sales - Workplace Investing @
- 1999 -2007 Regional Vice President, Sales (Small Corporate Market) - Workplace Investing @
- 1997 -1999 Account Executive - Workplace Investing @
- 1996 -1997 Account Executive - Workplace Investing @
- 1993 -1996 Implementation Project Manager (Operations) - Workplace Investing @
- 1991 -1993 Consultant @
- 1989 -1991 Account Manager @ Bankers Trust Company
Rick Folk Education
- Lehigh University College of Business
Bachelor of Science (BS) (Finance)
1986-1989 - Lehigh University
BS (Finance)
1985-1989
Rick Folk Skills
- Business Development
- CRM
- Leadership
- Investments
- Strategic Planning
- Management
- Marketing Strategy
- Process Improvement
Rick Folk Summary
- Rick Folk, based in Argyle, TX, US, is currently a Head of Custody Sales, Institutional Wealth Management Services at Fidelity Investments. Rick Folk brings experience from previous roles at Fidelity Investments. Rick Folk holds a 1986 - 1989 Bachelor of Science (BS) in Finance @ Lehigh University College of Business. With a robust skill set that includes Business Development, CRM, Leadership, Investments, Strategic Planning and more. Rick Folk has 4 emails and 3 mobile phone numbers on RocketReach.
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