Brendon Winkler
About Brendon Winkler
Brendon Winkler is an Ncdg Manager at TD Ameritrade in Omaha, Nebraska, and holds a Bachelor's degree from Lamar University.
Ncdg Manager at TD Ameritrade
Brendon Winkler has been serving as an Ncdg Manager at TD Ameritrade since 2018. In this role, Brendon is situated in Omaha, Nebraska, United States. His responsibilities likely encompass managing client portfolios, overseeing investment strategies, and ensuring compliance with regulatory standards. With a tenure that spans over several years, Brendon has accumulated significant experience in this position.
Private Client Services at TD Ameritrade
Prior to his current role, Brendon Winkler worked in Private Client Services at TD Ameritrade from 2015 to 2018. Based in Omaha, Nebraska, Brendon spent three years in this capacity, likely handling personalized investment services for high-net-worth clients and providing tailored financial advice. His experience in Private Client Services would have equipped him with deep insights into client needs and investment management.
Education and Expertise
Brendon Winkler completed his bachelor's degree at Lamar University, where he studied from 2013 to 2015. This education provided him with a foundational understanding of finance, economics, and business principles, which he has applied throughout his career. His academic background supports his expertise in managing client services and investment portfolios at TD Ameritrade.
Professional Background
Brendon Winkler has built a solid professional background in the finance and investment sectors. His career trajectory at TD Ameritrade includes roles in Private Client Services and as an Ncdg Manager. This progression demonstrates his capability to handle varying levels of client interactions and financial strategies, showcasing a broad spectrum of skills in financial management and personal client services.