Tom is Director, Investment Products & Digital Guidance for TD Ameritrade, where he has worked since 2006. Tom and his team are responsible for developing managed portfolio products for TD Ameritrade Investment Management, LLC. He collaborates with a team of developers, customer support representatives, and branch associates to improve the client experience for long-term investors by enhancing the digital experience as well as launching new product features and capabilities. Tom holds the Certified Financial PlannerTM (CFP®) designation and the Series 7, 63, 66, and 24 securities licenses.
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Financial Communications Society 2016
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Content Marketing Awards 2016
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