Cisp Jonathon Bowman
About Cisp Jonathon Bowman
Cisp Jonathon Bowman is the Manager of Retirement Account Services at TD Ameritrade, with over a decade of experience in the financial services industry and specialized expertise in individual retirement accounts.
Current Position at TD Ameritrade
Cisp Jonathon Bowman currently holds the position of Manager, Retirement Account Services at TD Ameritrade. He has been serving in this role since 2013, located in Omaha, Nebraska. His responsibilities likely involve overseeing the management and operational effectiveness of retirement accounts, ensuring compliance with regulatory standards, and enhancing client satisfaction through service excellence.
Previous Roles at TD Ameritrade
Before becoming Manager, Retirement Account Services, Cisp Jonathon Bowman served in multiple roles at TD Ameritrade. From 2012 to 2013, he was the Assistant Team Manager for Retirement Account Services. Prior to that, he worked as a Performance Improvement Coach from 2011 to 2012, and as a Retirement Accounts Analyst from 2010 to 2011. Each of these roles helped him build a deep understanding of retirement account management and operational improvement within the company.
Experience at Fidelity Investments
Cisp Jonathon Bowman worked at Fidelity Investments as a Capture Services Specialist from 2009 to 2010 in Boston, Massachusetts. During this tenure, his focus was likely on improving data capture processes and ensuring the accuracy and efficiency of client account information, which proved valuable in his subsequent roles in retirement account services.
Military Service at United States Marine Corps
Cisp Jonathon Bowman served as a Personnel Department Manager in the United States Marine Corps from 2005 to 2009 in Washington, D.C. In this role, he managed administrative functions and personnel management activities, developing leadership and organizational skills essential for his later career in financial services.
Educational Background
Cisp Jonathon Bowman earned a Bachelor of Science degree in Business Management from The University of Texas at Arlington, where he studied from 2009 to 2012. Prior to that, he studied Business at Central Christian College of Kansas from 2004 to 2005. His education provided a strong foundation for his career in financial services and retirement account management.
Professional Certifications and Licenses
Cisp Jonathon Bowman holds the Certified IRA Services Professional designation, indicating specialized expertise in individual retirement accounts. Additionally, he possesses FINRA Licenses 7, 63, and 24, which qualify him for various roles in the financial services industry, particularly in securities and investment management. These certifications and licenses underscore his expertise and commitment to professional excellence.