Greg Gerber
About Greg Gerber
Greg Gerber is the VP and Branch Manager of the Active Trader Branch at TD Ameritrade in Southlake, Texas, with extensive experience in both retail and institutional brokerage sectors.
Current Role at TD Ameritrade
Greg Gerber holds the position of VP - Branch Manager, Active Trader Branch at TD Ameritrade since 2021. Based in Southlake, Texas, he is responsible for overseeing the active trader branch's operations, ensuring client satisfaction, and maintaining high service standards. His focus is on providing clients with strategic support and connecting them to a wide range of wealth management solutions.
Previous Positions at TD Ameritrade
Before his current role, Greg Gerber served in multiple capacities at TD Ameritrade. From 2018 to 2021, he was the Trading Solutions Senior Manager, focusing on trading strategies and solutions for clients. Between 2017 and 2018, he worked as Investor Services Manager, ensuring optimal service delivery to investors. Earlier, from 2015 to 2017, he was Advisor Relations Manager, and in 2015, he briefly served as Temp Team Manager in the Dallas/Fort Worth Area. From 2014 to 2015, he worked as a Private Client Services - Relationship Manager in Fort Worth, TX.
Early Career at TD Ameritrade
Greg Gerber's career at TD Ameritrade began with roles focusing on client acquisition and relationship management. In 2012, he was a Business Development Consultant, followed by a role as New Client Consultant from 2012 to 2014 in Fort Worth, TX. He then transitioned to the role of Financial Services Rep, where he worked from 2010 to 2012, gaining significant experience in client relationships and financial services.
Educational Background
Greg Gerber graduated from Creighton University with a Bachelor's degree in Finance. He studied at Creighton from 2006 to 2010, where he developed a strong foundation in financial principles, market dynamics, and investment strategies. This education provided the bedrock for his career in the financial services industry.
Expertise in Brokerage Sectors
With extensive experience in both the retail and institutional brokerage sectors, Greg Gerber has a deep understanding of client needs. He is committed to continuous improvement and innovation, playing a key role in providing education and strategic support to self-directed clients at TD Ameritrade. His expertise includes connecting clients to a broad suite of wealth management solutions, ensuring they have access to comprehensive financial resources.