Joe Willard
Trading Solutions Specialist at TD Ameritrade
- Role
- Trading Solutions Specialist at Td Ameritrade
- Location
- Omaha, NE, US
- LinkedIn followers
- 500 followers
About Joe Willard
Educating and Empowering Retail Investors
Experience
Trading Solutions Specialist
Jun 2021 — Present · Omaha, NE, US
Develop clients\' self-confidence in managing their investing and trading strategies by teaching the basic principles of technical and fundamental analysis, risk assessment, and back-testing- Assist Branch Partners with finding and consolidating outside assets, averaging $2 million NNA per quarter- Coach colleagues in support teams on best practices for identifying client\'s unstated needs and positioning TD Ameritrade\'s services to improve client retention.
Education
Nebraska Wesleyan University
Bachelor of Arts (B.A.), Religion/Religious Studies
2003 — 2007
University of Nebraska at Omaha
Secondary Education and Teaching
2013 — 2016
Find verified contacts for anyone on LinkedIn
Unifers gives sales teams verified emails and direct dials, enriched profiles, and outreach that lands in the inbox.
Free plan included · No credit card required
This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.