Business Development- Managed Account Solutions at TD Ameritrade
Location:
Boston, Massachusetts
Industry:
Investment Management
Work:
TD Ameritrade since Jan 2010
Business Development- Managed Account Solutions
JSE consulting Apr 2009 - Jan 2010
Consultant
Placemark Investments Mar 2007 - Apr 2009
SVP- National Sales Manager
Placemark Investments Jul 2004 - Mar 2007
Vice President
AllianceBernstein Dec 2002 - Dec 2003
VP
Education:
Lake Forest College
Bachelor of Arts (B.A.), Double major- business and psychology
Northwestern University - Kellogg School of Management
MBA, Business Administration and Management, General
Princeton Day School
HS Diploma
Skills:
New Business Development Strategic Planning Marketing Strategy Sales Management High-Impact Sales Presentations Investment Advisory Investment Strategies Asset Managment Asset Management
Certifications:
Certified Investment Management Analyst (CIMA), Investment Management Consultants Association Chartered Private Wealth Advisor (CPWA), Investment Management Consultants Association
Scott Egner (1982-1986), Todd Rivera (1988-1992), Norman Lance (1989-1993), Betty Burg (1950-1954), Jennifer Thielemann (1993-1997), Sal Sal (1980-1984)
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