Frank Pezzello
About Frank Pezzello
Frank Pezzello is a Strategic Account Manager at TD Ameritrade, with extensive experience in financial services and compliance roles.
Current Company
Frank Pezzello currently serves as a Strategic Account Manager at TD Ameritrade. His tenure at the company began in 2011 and he operates out of Garden City, New York. In this role, he is responsible for developing custom enterprise solutions aimed at mitigating costs and risks related to employee trading. His efforts are focused on ensuring compliance with regulatory requirements while addressing the specific needs of the business.
Previous Roles at Charles Schwab
Before joining TD Ameritrade, Frank Pezzello worked at Charles Schwab as a Client Development Officer from 2008 to 2011. During his three years in the Greater New York City Area, he was primarily involved in strengthening client relationships and enhancing customer experiences through tailored financial solutions. His strategic input contributed to the firm's market growth and client retention.
Career at JPMorgan Chase
From 2003 to 2007, Frank Pezzello held the position of Vice President - Supervisory Manager at JPMorgan Chase. Over his four-year tenure, he focused on supervisory management in the firm's financial services operations. His responsibilities included overseeing compliance, ensuring that operations adhered to regulatory standards and optimizing procedural efficiency.
Educational Background
Frank Pezzello achieved his MBA in Finance from the Fordham Gabelli School of Business, completing his studies between 2003 and 2006. He also holds a BA in Economics from St. John's University, where he studied from 1970 to 1996. His academic background in finance and economics has provided a solid foundation for his extensive career in the financial services industry.
Early Career at Morgan Stanley
Frank Pezzello's early career includes a six-year stint at Morgan Stanley, where he served as Vice President - Operation Manager from 1997 to 2003. Based in the Greater New York City Area, he was responsible for managing operations within the firm. His role included ensuring smooth operational workflows and maintaining high standards of service delivery to meet client expectations.