Fei Dai
About Fei Dai
Fei Dai is a Financial Service Representative at TD Ameritrade in Omaha, Nebraska, with a diverse background in finance, insurance, gemology, and education.
Title
Fei Dai currently holds the position of Financial Service Representative at TD Ameritrade. This role involves providing financial services and support to customers, assisting with financial planning and investment decisions, and navigating various financial products.
Current Role at TD Ameritrade
Fei Dai has been working as a Financial Service Representative at TD Ameritrade since 2018. Based in Omaha, Nebraska, this role involves assisting clients with their financial service needs, offering guidance on investment options, and managing client accounts.
Experience at Transamerica Financial Advisors, Inc.
From 2017 to 2018, Fei Dai served as an Investment Advisor Representative at Transamerica Financial Advisors, Inc. in St. Petersburg, Florida. In this role, Fei provided personalized investment advice to clients and managed investment portfolios.
Work at World Financial Group
Between 2016 and 2018, Fei Dai was an Insurance Agent at World Financial Group (WFG) in Duluth, Georgia. Responsibilities included selling insurance products, advising clients on insurance plans, and assisting with financial goal setting.
Role at Kaufmann De Suisse
Fei Dai worked as a Gemologist and Estate Jewelry Appraiser at Kaufmann De Suisse from 2013 to 2016 in Palm Beach, Florida. The role entailed evaluating and appraising estate jewelry, assessing gemstones, and providing expertise on jewelry value.
Adjunct Instructor at Tongji University
From 2004 to 2007, Fei Dai held a position as an Adjunct Instructor at Tongji University in Shanghai, China. This educational role involved teaching courses, preparing academic materials, and mentoring students.
Positions at Shanghai Municipal Bureau of Quality & Technical Supervision Training Center
Fei Dai worked at Shanghai Municipal Bureau of Quality & Technical Supervision Training Center from 1999 to 2008. Initially serving as Training Manager for nine years, and later, as Project Manager for six years, Fei was responsible for managing training programs and overseeing various quality and technical supervision projects.
Sales Supervisor at Meilong Jewelry Gallery Hong Kong
Fei Dai's role as Sales Supervisor at Meilong Jewelry Gallery in Hong Kong spanned from 1998 to 1999. The position included supervising sales operations, managing staff, and driving jewelry sales initiatives.