David Ryan
About David Ryan
David Ryan is the Director of High Net Worth at TD Ameritrade, leading a team of over 90 associates to deliver optimized experiences for high net worth clients.
Title and Role at TD Ameritrade
David Ryan serves as the Director, High Net Worth, at TD Ameritrade. He has been in this role since 2006 and operates out of Southlake, Texas, United States. In his capacity as director, he leads a team of over 90 associates across multiple sites to deliver optimized financial solutions and experiences for high net worth clients. His responsibilities include overseeing both Investment Management Services and Private Client Services, ensuring premier support tailored to high net worth clients' financial goals.
Education and Expertise in Finance
David Ryan studied at Texas Tech University, where he earned a Bachelor's degree in Finance, General, in 2005. His academic background equipped him with a solid foundation in financial principles and management, which he applies in his current role. Additionally, David has over 9 years of experience in managing and implementing Lean Management Tools, showcasing his expertise in operational efficiency and management practices.
Lean Management Experience
David Ryan possesses over 9 years of experience in managing and implementing Lean Management Tools. This expertise allows him to enhance operational efficiency and deliver high-quality financial solutions. His experience in lean management methodologies is instrumental in streamlining processes and optimizing team performance, ensuring that high net worth clients receive top-tier service and personalized investment strategies.
Leading Investment Management Services
As the Director, High Net Worth at TD Ameritrade, David Ryan oversees Investment Management Services. This involves managing portfolios that are tailored to meet the specific financial goals of high net worth clients. His role requires a deep understanding of investment strategies and client needs to provide customized solutions that maximize portfolio performance and client satisfaction.
Overseeing Private Client Services
David Ryan oversees Private Client Services at TD Ameritrade, providing premier services and support to high net worth clients. His role involves ensuring that these clients receive exceptional customer service and personalized financial advice. By leveraging his team's expertise, David ensures that high net worth clients receive solutions tailored to their unique financial situations, helping them achieve their long-term financial goals.