Dennis Klees
About Dennis Klees
Dennis Klees is the National Sales Director for Workplace Solutions at TD Ameritrade, leading sales teams focused on Designated Brokerage and Stock Plan Services solutions. He has extensive experience in financial consulting, having previously worked at Charles Schwab and Dreyfus.
Professional Title and Role
Dennis Klees holds the position of National Sales Director for Workplace Solutions at TD Ameritrade. In this role, he leads sales teams focused on Designated Brokerage and Stock Plan Services solutions. He has been with TD Ameritrade since 2011.
Previous Experience at Charles Schwab
Before joining TD Ameritrade, Dennis Klees accumulated significant experience at Charles Schwab. From 2008 to 2011, he served as Vice President, Financial Consultant in New York, NY. Prior to that, he was the Field Vice President, Designated Brokerage from 2001 to 2008, also in New York. His journey at Charles Schwab began as a Senior Financial Consultant, a role he held from 1998 to 2001.
Career Beginnings
Dennis Klees began his career in financial services at PaineWebber as a Financial Services Representative for two years, starting in 1994 in New York, NY. He then moved on to work as a Financial Consultant at Dreyfus from 1996 to 1998 in Stamford, CT.
Sales Leadership and Team Management
In his role at TD Ameritrade, Dennis Klees not only leads sales teams but also adopts a consultative approach aimed at aiding Compliance Officers, Human Resource Professionals, and Stock Plan Administrators. His leadership is characterized by a focus on mitigating risk, lowering costs, improving efficiency, and enhancing employee satisfaction and participation.
Mentorship and Team Development
Dennis Klees is dedicated to mentoring his team, highlighting the potential to make a positive impact for employers and their employees. He emphasizes the importance of coaching, thereby fostering growth and development within his team to drive the success of client programs through TD Ameritrade's innovative solutions.