Caitlin S.
About Caitlin S.
Caitlin S. is the Brokerage Services Team Manager at TD Ameritrade in Omaha, Nebraska, and also serves as the Interim CXA Onboarding Manager. She has held various roles at TD Ameritrade since 2013 and holds a Master of Arts in Critical & Creative Thinking and a Bachelor of Business Administration from the University of Nebraska at Omaha.
Company
Caitlin S. is currently employed at TD Ameritrade, a major brokerage firm in the financial services industry. TD Ameritrade is headquartered in Omaha, Nebraska, United States. Caitlin has worked in various roles at TD Ameritrade since 2013, making significant contributions across multiple departments, including brokerage services, trading, and education engagement. Her extensive tenure reflects a strong commitment to the company and a deep understanding of its operations and customer service strategies.
Title
As of 2023, Caitlin S. holds the position of Brokerage Services Team Manager at TD Ameritrade. Additionally, she has been serving as the Interim CXA Onboarding Manager since 2022. Her roles involve overseeing brokerage services operations and managing the onboarding processes for new customers, ensuring a seamless transition and positive experience for clients.
Education and Expertise
Caitlin S. holds a Master of Arts in Critical & Creative Thinking with a focus on Cultural and Global Analysis from the University of Nebraska at Omaha, completed between 2018 and 2020. Prior to that, she earned a Bachelor of Business Administration (B.B.A.) in Finance, Banking, and Investment Science with a specialization in Portfolio Management from the same institution, graduating in 2015. Her education has equipped her with strong analytical, creative, and financial management skills, contributing significantly to her expertise in the financial services industry.
Background
Caitlin S. has been with TD Ameritrade since 2013, starting as an Investor Services Intern and progressively advancing through various roles. Her positions have included Investor Services Representative, Retail Strategy Analyst, Education Engagement Specialist, Trading Solutions Specialist, and Financial Services Trader Onboarding Specialist. These roles have provided her with comprehensive experience in customer service, strategic analysis, education outreach, and trading solutions, culminating in her current managerial positions. Her background demonstrates a consistent trajectory of professional growth within the organization.