Terri Kallsen is an accomplished wealth management executive known for leading strategic initiatives. As Head of Partnerships at Rise Growth, she leads enterprise transformation, strategic planning, organic growth initiatives, client experience and platform. She collaborates with RIA leaders as for succession planning options and valuation. She previously was Chief Operating Officer at WEG, she led advisor teams, platform, M&A integrations, financial planning.
Prior to WEG, she was EVP at Charles Schwab, led 7,000 employees and $1.6 T AUM. Terri is a respected speaker and writer who has been featured in Bloomberg, The Wall Street Journal, Barron’s, MSNBC, CNN, and other leading outlets. She was 2019 San Francisco’s Financial Woman of the Year for her dedication to mentoring and empowering women. A Certified Financial Planner® she serves as Chair of the CFP® Board of Directors.
She attended University of Chicago Booth School of Business CFO Program, a master’s degree from the University of Wisconsin–Oshkosh, and a bachelor’s degree from the College of St. Benedict/Saint John’s. Terri lives in the San Francisco Bay Area with her husband, Scott, of 30 years, and have three adult children. An enthusiastic marathon runner, she has completed 21 marathons, 50 half marathons, and even more triathlons.