Terri Kallsen
Terri Kallsen is Managing Partner and Senior Operations Advisor of Rise Growth Partners, the wealth management industry’s first synergistic financial partner for growth-oriented and registered investment advisors. In her roles, she leads strategic plans for minority investments in RIAs to facilitate growth and improve client experience. Kallsen is an award-winning wealth management veteran and executive with over 30 years of industry experience. Prior to joining Rise, she was Chief Operating Officer of Wealth Enhancement Group, where she led organization-wide plans that enabled the company to serve its financial advisors more efficiently and effectively. Before that, she was the Executive Vice President of Investor Services at Charles Schwab, leading over 7,000 employees and $1.6 trillion in assets.
Terri Kallsen Professional Experience / Academic History
Professional Experience
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Managing Partner and Senior Operations Advisor
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Chief Operating Officer
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Executive Vice President of Investor Services
Academic History
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Executive M.B.A., Finance
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M.S., Business and Commerce
CHARLES SCHWAB
Kallsen was Executive Vice President responsible for driving profitable, long-term growth and increasing client loyalty.
She was responsible for leading the Schwab Retail Branch Network of 300+ offices to championing client financial goals with passion and integrity.
She led the advice journey for delivery of financial planning, investing, banking, and strategic planning for financial consultants.
During her tenure at Schwab, she was highlighted by multiple JD Power awards for client satisfaction.
EARLY CAREER
Kallsen was a member of Chief, a private network specifically designed for the most powerful women executives to strengthen their leadership.
She was Executive Vice President of First Command Financial Services, where she led the enterprise strategic development and planning process.
She was Senior Vice President of USAA, Vice President of Product Management at Thrivent, and Director of 3M.
RECOGNITION
2019 San Francisco Financial Woman of the Year