Brian Burke
About Brian Burke
Brian Burke is the Director of Product and Operations for Workplace Solutions at TD Ameritrade, with extensive experience in financial services and wealth management.
Company
Brian Burke is currently employed at TD Ameritrade, serving as the Director of Product and Operations within the Workplace Solutions division. He has been in this role since 2014.
Title
Brian Burke holds the title of Director of Product and Operations at TD Ameritrade, focusing on Workplace Solutions.
Education and Expertise
Brian Burke earned his MBA from the NYU Stern School of Business, where he studied Finance and Strategy from 2003 to 2005. He also holds a Bachelor of Arts in History from Syracuse University, earned between 1988 and 1992. His professional expertise includes equity compensation and wealth management, with extensive experience in supporting both institutional and individual clients in the financial services sector.
Professional Background
Before his current role at TD Ameritrade, Brian Burke worked at Morgan Stanley Wealth Management as an Executive Director - Product Manager from 2010 to 2014. He also served as a Senior Account Manager at E*TRADE Financial from 2008 to 2010, and held various titles at Smith Barney and Citigroup, including First Vice President and Vice President - Business Manager from 2000 to 2008. Earlier in his career, he worked at Merrill Lynch as a Manager from 1997 to 2000.
Achievements
Brian Burke has a proven track record in delivering large-scale, multi-phased projects successfully. He has demonstrated expertise in optimizing client experience and managing customer relationships. Additionally, he has extensive experience in handling multi-currency transactions and developing web portals, showcasing his ability to manage complex financial operations.