Brian Neal, Crpc®
About Brian Neal, Crpc®
Brian Neal, Crpc®, is the Senior Manager of the New Client Development Group at TD Ameritrade in Southlake, Texas, with a strong background in leading and coaching licensed brokers.
Title at TD Ameritrade
Brian Neal serves as the Senior Manager in the New Client Development Group at TD Ameritrade. Since 2021, he has been dedicated to enhancing the client onboarding experience in Southlake, Texas, United States.
Previous Roles at TD Ameritrade
Before his current role, Brian Neal worked in various capacities within TD Ameritrade. From 2019 to 2021, he was a Team Manager in the New Client Development Group in the Dallas/Fort Worth Area. Earlier, in 2019, he also briefly held a Team Manager position in the Greater St. Louis Area. During 2018 to 2019, he served as a Team Manager in St. Louis, indicating a versatile leadership capability in multiple regions.
Experience at Scottrade
Prior to joining TD Ameritrade, Brian Neal held multiple positions at Scottrade. From 2016 to 2018, he was a Service Center Supervisor in St. Louis, overseeing service operations. He also worked as a Financial Services Specialist between 2015 and 2016, and as a Financial Services Representative from 2014 to 2015, showcasing a well-rounded financial services expertise prior to Scottrade's acquisition by TD Ameritrade.
University Education
Brian Neal holds a Bachelor of Science (B.S.) in Finance, General from the University of Illinois at Urbana-Champaign, where he studied from 2010 to 2014. His academic background in finance has underpinned his professional success in various financial services roles.
Expertise in Client Development and Leadership
Brian Neal is recognized for his proficiency in leading and coaching teams of licensed brokers. He places a strong emphasis on maintaining a customer service mindset, particularly in client-facing roles. His career has prominently featured roles where he has led teams through change, contributing significantly to the New Client Development Groups at both TD Ameritrade and previously at Scottrade.