Holly Jacobsen
About Holly Jacobsen
Holly Jacobsen is an Investor Services Team Manager at TD Ameritrade in Omaha, Nebraska, with a background in various financial and managerial roles within the company.
Current Role at TD Ameritrade
Holly Jacobsen currently serves as the Investor Services Team Manager at TD Ameritrade, a role she has held since 2014. Based in Omaha, Nebraska, she manages a team responsible for providing investment services to clients. Her leadership in this role focuses on enhancing customer satisfaction and operational efficiency.
Previous Role as Assistant Team Manager
Before her current position, Holly Jacobsen worked as an Assistant Team Manager for Institutional Self Directed Plan Services at TD Ameritrade from 2011 to 2014. During her tenure, she played an integral role in supporting self-directed retirement plans, ensuring smooth operations and customer service excellence.
Experience as a Financial Consultant
From 2006 to 2011, Holly Jacobsen was a Financial Consultant at TD Ameritrade. In this position, she provided financial advice and services to clients, helping them to make informed investment decisions. Her role required a deep understanding of financial markets and client needs.
Early Career at TD Ameritrade
Holly Jacobsen began her career at TD Ameritrade in 2005. She initially worked in New Account Sales for four months, followed by a brief period as a Corporate Actions Analyst in 2006. These roles provided her with foundational experience in various aspects of financial services and operations.
Education in Business Management
Holly Jacobsen studied Business Management at Bellevue University. She earned her Bachelor's degree, acquiring essential knowledge and skills that have contributed to her effective management and leadership in the financial services sector.