Marcel Tsai
About Marcel Tsai
Marcel Tsai is the Senior Director of Advisory at Apex Fintech Solutions, where he has worked since 2022. He has over a decade of experience in the financial services sector, including roles at TD Ameritrade Institutional and Charles Schwab, and holds a degree in Business from the University of Southern California.
Work at Apex Fintech Solutions
Marcel Tsai currently serves as the Senior Director of Advisory at Apex Fintech Solutions. He has been in this role since 2022, contributing to the company's strategic initiatives and advisory services. His position is based in San Diego, California, where he leverages his extensive experience in the financial services sector to enhance operational efficiencies and client relationships.
Previous Experience at TD Ameritrade Institutional
Before joining Apex Fintech Solutions, Marcel Tsai worked at TD Ameritrade Institutional as a Senior Product Manager for Technology Solutions from 2011 to 2021. During his ten years in this role, he focused on developing and managing technology solutions tailored for institutional clients, enhancing their operational capabilities.
Career at Charles Schwab
Marcel Tsai held the position of Senior Product Manager for 3rd Party Integration Relationships at Charles Schwab from 2021 to 2022. In this role, he was responsible for managing integrations with third-party platforms, ensuring seamless connectivity and functionality for clients in the financial services industry.
Education and Expertise
Marcel Tsai studied at the University of Southern California, where he achieved a degree in Business. He possesses expertise in managing Veo Open Access platform integrations and has skills in Platform as a Service (PaaS) and Software as a Service (SaaS) within the financial services sector. Additionally, he has a strong background in cybersecurity, which complements his technical skill set.
Experience at Laserfiche
Prior to his tenure at TD Ameritrade, Marcel Tsai worked at Laserfiche as a Vertical Marketing Manager from 2006 to 2011. In this capacity, he was involved in marketing strategies and initiatives that targeted specific industry verticals, contributing to the company's growth and market presence.