Amy Contreras, MBA
About Amy Contreras, MBA
Amy Contreras, MBA, is a Client Service Specialist at TD Ameritrade in Houston, Texas, with a background in financial services and management.
Title
Amy Contreras holds the position of Client Service Specialist at TD Ameritrade since 2017. She is based in the Houston, Texas Area. Her role involves managing client relationships and ensuring a high level of service.
Education and Expertise
Amy Contreras achieved her Master of Business Administration (MBA) from The University of Texas Rio Grande Valley, graduating in 2018. Prior to this, she completed her Bachelor of Business Administration (BBA) in Management from The University of Texas-Pan American in 2013. Her education provides a strong foundation in business management and financial services.
Background in Financial Services
Before joining TD Ameritrade, Amy Contreras gained experience at AXA Advisors, LLC, where she worked as a Financial Professional from 2016 to 2017 in the Houston, Texas Area. In this role, she focused on providing financial advice and services to clients, and developed significant expertise in the financial industry.
Background in Management
Amy Contreras served as a Manager at The Blue Onion from 2009 to 2016 in McAllen, Texas Area. During her tenure, she developed her leadership and management skills, effectively overseeing day-to-day operations and improving business performance.
Achievements
Amy Contreras has demonstrated significant achievements in her career. She piloted the implementation of branch operational systems like Timetrade and Printwise, ensuring their successful deployment across over 260 branches. Amy was selected as a mentor for the June 2018 Branch Operations Training Class after only 10 months in her role. She also ranked #3 out of 140 Client Service Specialists for assets converted from qualified business leads in Q3 2018, showing exceptional performance during the post-Scottrade merger period.