Terri Folkins

Terri Folkins is an experienced professional in financial services with a career spanning over three decades. Currently serving as the Complex Assistant Manager at RBC Wealth Management since June 2022, Terri has held various leadership roles at CUSO Financial Services, LP since November 2014, including Vice President of Transitions and Director of Implementations and Transitions. Previous experience includes roles as Director of Implementations and Transitions at Sorrento Pacific Financial, LLC, and Assistant Vice President of Supervision at LPL Financial. Terri's background also includes significant positions at Morgan Stanley, InterSecurities Inc, and LPL Financial, showcasing a strong trajectory in financial supervision and management across multiple organizations.