Eddie Z.
About Eddie Z.
Eddie Z. is a Wealth Management Associate at TD Ameritrade with a background in sales and tutoring, holding a BA in Economics from Texas State University.
Current Position at TD Ameritrade
Currently, Eddie Z. serves as a Wealth Management Associate at TD Ameritrade. Based in Southlake, Texas, he has been with the company since 2021. His role involves managing client portfolios, providing financial advice, and executing wealth management strategies to meet clients' financial goals.
Previous Experience in Sales and Education
Eddie Z. has accumulated diverse experience in both sales and education prior to his current role. He worked as a Front Desk Sales Associate at MOTION Stretch Studio in Austin, Texas, from 2019 to 2020. Earlier, he served as an AVID Tutor with the Austin Independent School District in 2017. Additionally, he was a Sales Associate at Sperry in Dallas, Texas, from 2015 to 2016, where he focused on customer engagement and sales performance.
Educational Background in Economics
Eddie Z. completed his Bachelor of Arts in Economics at Texas State University from 2016 to 2020. His academic background provides a strong foundation in economic theory and applications, which supports his professional focus in wealth management and financial analysis.
Expertise in Technical Analysis and Swing Trading
Eddie Z.'s specialization includes swing trading short-dated options contracts for large-cap stocks and index ETFs. He employs technical analysis to make informed trading decisions. His expertise is particularly beneficial in his role at TD Ameritrade, where such skills are crucial for optimizing investment strategies.
Focus on Mathematical Finance
Eddie Z. has a strong interest in mathematical finance, with a particular focus on capital markets and financial intermediaries. This focus is integral to his work, aiding in the comprehension and analysis of complex financial instruments and market dynamics.
Due Diligence in Equity Markets
In his recent ventures, Eddie Z. has engaged in extensive due diligence dives into the equity market. This involves thorough research and analysis of equities to identify potential investment opportunities, ensuring informed decision-making in portfolio management.