Teri Dale is an Operations Specialist with Regent Financial Services, bringing more than two decades of back‑office experience in the financial industry. Prior to joining Regent, she spent over 20 years in Dallas, Texas, where she served as a Global Markets FX Trade Settlements Analyst with Hudson Advisors LP. She later continued her career with BOK Financial as a Securities Services Specialist on the Wealth Management Trade Settlements Team.
Teri values both professional excellence and personal connection. Outside of work, she is deeply committed to her family and enjoys spending time with her three children and three grandchildren. Her interests include volunteering, scrapbooking, running, tennis, and exploring garage sales. She also appreciates quiet moments at home with her pets, reading, listening to audiobooks, and watching movies.