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
- Head of Custody Sales, Institutional Wealth Management Services @ (April 2024 - Present)
- Senior Vice President, Regional Managing Director - Institutional Wealth Management Services @ (January 2012 - March 2024)
- Regional Vice President, Defined Contribution Sales - Workplace Investing @ (January 2007 - February 2012)
- Regional Vice President, Sales (Small Corporate Market) - Workplace Investing @ (January 1999 - January 2007)
- Account Executive - Workplace Investing @ (January 1997 - January 1999)
- Account Executive - Workplace Investing @ (January 1996 - January 1997)
- Implementation Project Manager (Operations) - Workplace Investing @ (March 1993 - January 1996)
- Consultant @ (April 1991 - March 1993)
- Account Manager @ Bankers Trust Company (October 1989 - March 1991)
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
- Investments
- Leadership
- 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, Investments, Leadership, Strategic Planning and more. Rick Folk has 3 emails and 3 mobile phone numbers on RocketReach.
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