Heidi Svendsen Antillon MBA
About Heidi Svendsen Antillon MBA
Heidi Svendsen Antillon is a Senior Private Client Account Manager at TD Ameritrade with extensive experience in finance and office management.
Title
Heidi Svendsen Antillon holds the position of Senior Private Client Account Manager at TD Ameritrade.
TD Ameritrade Senior Account Manager
Heidi Svendsen Antillon has been working at TD Ameritrade as a Senior Private Client Account Manager since 2012. In this role, she oversees budgetary and financial operations for corporate events, focusing on marketing and associate engagement. Heidi leads a Problem Solving Team that aims to improve processes and eliminate waste, and she facilitates weekly problem-solving meetings using Lean techniques with leadership teams. Her responsibilities also include analyzing transfer of asset requests to ensure compliance with regulations and determine the best solutions for clients.
Previous Experience
Before joining TD Ameritrade, Heidi Svendsen Antillon worked in various roles across different industries. She served as an Enrollment Counselor at the University of Phoenix from 2006 to 2010. From 2004 to 2012, she managed office operations at H Construction. Additionally, she has experience as a Finance Manager at both Roy's Grand Dodge/Chrysler/Jeep and Tom Dinsdale, each for one year from 2003 to 2004.
Education and Expertise
Heidi Svendsen Antillon earned her MBA in Business Administration from the University of Phoenix-Omaha Campus, where she studied from 2010 to 2012. She also holds a Bachelor of Arts in Business Administration, with a focus on General Business and Economics, from the University of Nebraska at Omaha, achieved between 2000 and 2004. Her academic background equips her with a comprehensive understanding of overall business applications.
Investment and Financial Skills
During her tenure in Investor Services, Heidi Svendsen Antillon gained experience in placing equity, option, and mutual fund trades. Her current role at TD Ameritrade involves sophisticated financial analysis to ensure regulatory compliance and client satisfaction in asset transfer requests.