TD Wealth Private Client Group

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TD Wealth Private Client Group Employees

Employee
Years
Job
Industry
Michael McKnight Michael McKnight Toronto, Canada Area Details
Michael McKnight's TD Wealth Private Client Group Experience November 2004 - Present
Job Senior Private Banker
Industry Banking
Experience
TD Wealth Private Client Group   November 2004 - Present
TD Waterhouse Private Client Services  November 2004 - Present

Skills
Wealth Management, Portfolio Management, Banking, New Business Development, Investments, Investment Advisory, Strategic Financial..., Credit, Commercial Banking, Mutual Funds, Mortgage Lending, Relationship Management, Retail Banking, Loans, Financial Planning, Financial Services, Asset Management, Bonds, Risk Management

Education
Brock University   1996 — 2000
Bachelor's degree

Pocock

Viviane Croux Viviane Croux Montreal, Canada Area Details
Viviane Croux's TD Wealth Private Client Group Experience October 2012 - Present
Job Vice President and Quebec Region Head at TD Wealth
Industry Financial Services
Experience
TD Wealth Private Client Group   October 2012 - Present
TD Securities  July 2002 - January 2012
KPMG  2000 - 2002

Education
McGill University   2001 — 2002
MBA, Finance

Thomas Granato Thomas Granato Basking Ridge, New Jersey Details
Thomas Granato's TD Wealth Private Client Group Experience August 2015 - Present
Job Vice President, Wealth Lending Advisor
Industry Financial Services
Experience
TD Wealth, Private Client Group  August 2015 - Present
TD Bank  August 2012 - August 2015
Citifinancial  November 1994 - February 2012
AGI  December 1981 - October 1994

Skills
Mortgage Lending, Loans, Underwriting, Customer Service, Credit, Instructor-led Training, Consumer Lending, Banking, Credit Analysis, Retail Banking, Management, Finance, Sales

Education
University of North Carolina at Chapel Hill   2005 — 2005
Finance and Financial Management Services

Kean University   1980 — 1982
Physical Education

JFK High School New Jersey   1976 — 1979
Yes, General

Cindy Lemaster Cindy Lemaster Greater Philadelphia Area Details
Cindy Lemaster's TD Wealth Private Client Group Experience January 2012 - July 2014
Job Director of Corporate and Foundation Philanthropy at Bancroft
Industry Fund-Raising
Experience
Bancroft  April 2015 - Present
MANNA  July 2014 - Present
TD Wealth Private Client Group   January 2012 - July 2014
Beneficial Bank  March 2009 - March 2011
Radnor Trust Company   April 2006 - February 2009
Commerce Bank  January 2003 - March 2006
PA Senator Connie Williams   January 1997 - April 2002
The Bond Market Trade Association   September 1989 - October 1996

Skills
Business Development, Investments, Finance, Banking, New Business Development, Sales, Financial Services, Strategic Consulting, Leadership, Public Speaking, Employee Training, Management, Loans, Strategic Planning, Executive Management, Retail Banking, Sales Management, Team Building, Community Outreach, Marketing Strategy, Public Relations, Risk Management, Relationship Management, Training & Development, Advocacy, Governmental Affairs, State Government, Strategic Leadership, Team Leadership, Business, Nutrition, Fitness, Health Education, Business Relationship..., Relationship Building, Business Relationship..., Long-term Customer..., Community Engagement, Internal & External..., Strategic Partnerships, Nonprofits, Fundraising, Financial Analysis, Mortgage Lending, Credit, Project Management, Project Planning, Non-profit Leadership, Non-profit Volunteering, Critical Thinking

Education
Hollins University   1986 — 1989
B.A., Political Science

Notre Dame Preparatory School, Baltimore, Maryland   1981 — 1985

Cory Saylor, CFP® Cory Saylor, CFP® Vienna, Virginia Details
Cory Saylor, CFP®'s TD Wealth Private Client Group Experience September 2013 - Present
Job Vice President | Investment Advisor with TD Private Client Wealth
Industry Investment Management
Experience
TD Wealth Private Client Group   September 2013 - Present
TD Asset Management  February 2006 - August 2013
Wells Fargo co  March 2002 - June 2004

Skills
Portfolio Management, Asset Allocation, Wealth Management, Investments, Equities, Mutual Funds, Asset Management, Fixed Income, Investment Strategies, Alternative Investments, Financial Services, High Net Worth..., Investment Advisory, Investment Management, Retirement Planning, Series 7, Wealth

Education
Youngstown State University   1996 — 1998
MBA, Business

UNLV   2004 — 2005
M.Ed, Special Education

Indiana University of PA   1991 — 1995
BS, Finance

Morgan Mohrman Morgan Mohrman Greater Boston Area Details
Morgan Mohrman's TD Wealth Private Client Group Experience February 2014 - Present
Job Vice President, TD Wealth Private Client Group
Industry Financial Services
Experience
TD Wealth Private Client Group   February 2014 - Present
Eastern Bank Wealth Management   June 2012 - January 2014
Rockland Trust Company  November 2010 - June 2012
Derby Street Financial   June 2010 - November 2010
Eaton Vance  January 2008 - June 2009
Eaton Vance  January 1996 - September 2008
Eaton Vance  September 1992 - December 1996
MFS Financial Services   September 1987 - September 1992

Education
University of Massachusetts, Amherst   1979 — 1982
BA, Communications

Hobart and William Smith Colleges   1977 — 1978

David Chapin David Chapin Greater Boston Area Details
David Chapin's TD Wealth Private Client Group Experience September 2015 - Present
Job Private Client Specialist
Industry Financial Services
Experience
TD Wealth Private Client Group   September 2015 - Present
TD  November 2014 - Present
Bank of America  February 2013 - November 2014
Bank of America  January 2010 - November 2014
Massachusetts Department of Education  September 2012 - September 2013
Massachusetts Department of Higher Education  September 2011 - September 2012
Quinsigamond Community College  March 2011 - July 2012
Quinsigamond Community College  2012 - 2012

Skills
Banking, Customer Service, Sales, Leadership, Financial Analysis, Financial Services, Customer Retention, Retail Banking, Finance, Outlook, Microsoft Word, Consumer Lending, Loans, Life & Health Insurance..., Mortgage Lending, Relationship Management, Cross Selling, Financial Advisory, Public Speaking, Coaching, Time Management

Education
Nichols College   2013 — 2014
Bachelor's Degree, Finance, General

Quinsigamond Community College   2010 — 2012
Associate of Science (A.S.), Business Administration and Management, General

Marlborough High School   1996 — 1997

Ellen Morita Ellen Morita Toronto, Canada Area Details
Ellen Morita's TD Wealth Private Client Group Experience April 2012 - January 2015
Job Principal, Sway Partners Inc.
Industry Professional Training & Coaching
Experience
Sway Partners Inc.   February 2015 - Present
TD Wealth, Private Client Group  April 2012 - January 2015
Our Place Peel   2008 - 2014
TD Bank Group  February 2002 - April 2012
RBC Dominion Securities  1996 - 2002

Skills
Portfolio Management, Wealth Management, Mutual Funds, Investments, Banking, Financial Services, Investment Advisory, Relationship Management, Risk Management, Capital Markets, Fixed Income, Investment Strategies, Financial Analysis, Equities, Financial Planning, Asset Management, Management, Strategy, Securities, Leadership, Strategic Planning

Education
Wilfrid Laurier University   1989 — 1990
Management Studies Diploma

Wilfrid Laurier University   1986 — 1989
B.A., Psychology

Ivey Business School at Western University
TD Leadership Academy

Bryan Loew CFP® Bryan Loew CFP® Greater New York City Area Details
Bryan Loew CFP®'s TD Wealth Private Client Group Experience August 2014 - Present
Job Manager National Sales and Service at TD Wealth Private Client Group
Industry Banking
Experience
TD Wealth Private Client Group   August 2014 - Present
TD Wealth Private Client Group   February 2008 - August 2014
TD/Commerce Bank Wealth Management   September 2006 - January 2008
Commerce Bank  March 2004 - September 2006
Commerce Bank  April 2003 - March 2004
Commerce Bank  July 2002 - April 2003

Skills
Loans, Small Business, Banking, Commercial Banking, Mortgage Lending, Private Banking, Asset Managment, Commercial Lending, Wealth Management, Underwriting, Asset Management, Retail Banking, Small Business Lending, Credit Analysis, Branch Banking, Credit, Portfolio Management

Education
Rutgers, The State University of New Jersey-Newark   2000 — 2002
MBA, Business

Rutgers University-New Brunswick   1997 — 2001
BA, Economics

Cherry Hill East

Ed McGorry Ed McGorry Greater New York City Area Details
Ed McGorry's TD Wealth Private Client Group Experience September 2012 - Present
Job Vice President at TD Wealth Private Client Group
Industry Consumer Services
Experience
TD Wealth Private Client Group   September 2012 - Present
US Trust  2009 - 2012
Christie's Inc.   2001 - January 2009
Citi Private Bank  1990 - 2001

Skills
Auctions

Education
De Paul University
Master of Business Administration (MBA)

University of Arizona
Bachelor's Degree, Business Economics

Todd Mills Todd Mills Portland, Maine Area Details
Todd Mills's TD Wealth Private Client Group Experience 2012 - Present
Job VP, Senior Investment Advisor TD Wealth Private Client Group
Industry Financial Services
Experience
TD Wealth, Private Client Group  2012 - Present
Wells Fargo  2011 - 2012
Bangor Savings Bank  2009 - 2011
Bank of America, U.S. Trust   2003 - 2009

Skills
Investment Management, Consumer and Commercial..., SAFE NMLSR ID:813145, Soldier, Maine Army..., Portfolio Management, Banking, Financial Planning, Investments, Wealth Management, Strategy, Credit, Loans, Credit Analysis, Financial Services, Series 7, Series 66

Education
St. Joseph's College (ME)
MBA (candidate)

University of Maine
BA,AA