Heather Smith
About Heather Smith
Heather Smith is the Sr. Manager of Fixed Income Service and Sales Support at TD Ameritrade, with extensive experience in data management and change management.
Title
Heather Smith holds the title of Sr. Manager, Fixed Income Service and Sales Support at TD Ameritrade since 2019. In this role, she focuses on providing support and service to the fixed income sales team, implementing improvements in processes, and ensuring effective change management.
Professional Experience
Heather Smith has a significant tenure at TD Ameritrade, starting as Transfers Sr Rep in Fort Worth from 2009 to 2011. She then advanced to Fixed Income Operations Analyst from 2011 to 2012, and subsequently served as Process Confirmation Representative between 2012 and 2015. From 2015 to 2019, she worked as Manager of Fixed Income Sales Support before becoming Sr. Manager of Fixed Income Service and Sales Support in 2019. Additionally, she has experience as a Report Writer at DaVita Rx from 2006 to 2009.
Expertise in Data Management
Heather Smith brings 15 years of experience in data management, utilizing various tools such as MS Excel, MS Access, SQL, Tableau, and SharePoint. These skills have been critical in her roles, enabling her to manage and analyze data effectively to support business initiatives and drive improvements.
Problem-Solving and Communication Skills
Heather Smith is known for her advanced problem-solving abilities and effective communication techniques. These skills have been instrumental in gaining support for her initiatives and ensuring successful implementation of improvements. Her capability to involve associates and teams in the change management process further underscores her proficiency in this area.