TD Wealth Private Client Group
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TD Wealth Private Client Group Employees
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
TD Wealth Private Client Group October 2012 - Present
TD Securities July 2002 - January 2012
KPMG 2000 - 2002
Education
McGill University 2001 — 2002
MBA, Finance
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
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
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
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
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
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
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
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
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