Dan Meyer
About Dan Meyer
Dan Meyer is the Director of New Client Development at TD Ameritrade, with extensive experience in the financial services industry and a background in economics.
Current Role at TD Ameritrade
Dan Meyer is currently the Director of New Client Development at TD Ameritrade, a position he has held since 2018 in Omaha, Nebraska. His role involves overseeing strategies designed to attract new clients, leveraging his extensive experience in the financial services sector. This leadership position highlights his capabilities in managing client acquisition initiatives, vital for the company's growth.
Previous Roles at TD Ameritrade
Before becoming Director of New Client Development, Dan Meyer held multiple roles at TD Ameritrade, showcasing a progressive career path within the organization. From 2016 to 2018, he served as the Senior Manager of Asset Transfer Services, managing operational aspects of asset transfers. Between 2013 and 2016, he worked as a Team Manager, demonstrating his leadership abilities. Initially, he joined the company as an Account Executive in 2005 and served in that capacity for eight years.
Experience at First National Bank of Omaha
Dan Meyer's career in the financial services industry began at First National Bank of Omaha, where he worked as an Operations Manager from 1999 to 2005. This role involved managing various operational functions, providing him a solid foundation in banking operations and managerial responsibilities. His six years at the bank contributed to his expertise in financial management and customer service.
Educational Background in Economics
Dan Meyer holds a Bachelor of Science degree in Economics from the University of Nebraska-Lincoln. He studied at the university from 1995 to 1998, earning a comprehensive education in economics that has underpinned his career in the financial services industry. His academic background provided him with the analytical skills necessary for understanding market dynamics and investment strategies.
Expertise in Securities Regulation
Dan Meyer has expertise in Series 24, which is the General Securities Principal Qualification Examination. This credential demonstrates his proficiency in securities regulation, a critical area for compliance in the financial services industry. His knowledge in this domain ensures that he can effectively oversee regulatory requirements, which is essential for maintaining the integrity and legality of financial services operations.