Joe Willard
Trading Solutions Specialist @Td Ameritrade
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WORK HISTORY
Trading Solutions Specialist @Td Ameritrade
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
University of Nebraska at Omaha
Secondary Education and Teaching
ABOUT JOE WILLARD
Educating and Empowering Retail Investors
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