Rick Folk
Senior Vice President, Regional Managing Director at Fidelity Investments | Argyle, Texas, United States
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Rick Folk serves as the Senior Vice President and Regional Managing Director at Fidelity Investments, where he plays a pivotal role in leading Fidelity Institutional Wealth Services (IWS). With a robust background in business development, Rick has honed his expertise in custody and brokerage services, trading, and investment management, making him an invaluable asset to the firm. Under his leadership, Fidelity IWS has solidified its position as a premier provider of investment management solutions, catering to over 3,000 Registered Investment Advisors (RIAs) and custodian for more than $500 billion in assets.
Rick's strategic vision and commitment to excellence have driven key projects that enhance service delivery and operational efficiency within the organization. His proficiency in sales management and team leadership has not only propelled revenue growth but also fostered a culture of collaboration and trust among his team members. By inspiring his team to embrace innovation and prioritize client needs, Rick has consistently exceeded revenue targets and strengthened Fidelity's market presence.
In addition to his leadership role, Rick is adept at leveraging CRM tools to optimize client engagement and streamline business processes. His strategic planning capabilities enable him to identify emerging trends and opportunities within the investment landscape, ensuring that Fidelity remains at the forefront of industry developments. With a passion for nurturing talent and driving business expansion, Rick Folk exemplifies the qualities of a transformative leader in the financial services sector, dedicated to delivering exceptional value to clients and stakeholders alike.
Senior Vice President, Regional Managing Director at Fidelity Investments in January 2012 to Present
Regional Vice President, Defined Contribution Sales at Fidelity Investments in January 2007 to February 2012
Regional Vice President, Sales (Small Corporate Market) at Fidelity Investments in January 1999 to January 2007
Account Executive at Fidelity Investments in January 1997 to January 1998
Account Executive at Fidelity Investments in January 1996 to January 1997
Implementation Project Manager (Operations) at Fidelity Investments in January 1993 to January 1996
Consultant at KPMG Peat Marwick in April 1991 to April 1993
Account Manager at Bankers Trust Company in October 1989 to March 1991
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Business Development
CRM
Leadership
Investments
Strategic Planning
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Discover more about Fidelity InvestmentsWhat is Rick Folk email address?
Email Rick Folk at [email protected] and [email protected]. This email is the most updated Rick Folk email found in 2026.
What is Rick Folk phone number?
Rick Folk phone number is +16207578653 and +12147049015.
How to contact Rick Folk?
To contact Rick Folk send an email to [email protected] or [email protected]. If you want to call Rick Folk try calling on +16207578653 and +12147049015.
What is Rick Folk net worth?
Rick Folk has an estimated net worth of $375,000 to $499,999
What company does Rick Folk work for?
Rick Folk works for Fidelity Investments
What is Rick Folk's role at Fidelity Investments?
Rick Folk is Senior Vice President, Regional Managing Director
What industry does Rick Folk work in?
Rick Folk works in the Investment Management industry.
Rick Folk Email Addresses
Rick Folk Phone Numbers
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