Janis Valens
About Janis Valens
Janis Valens is the Manager of Investment Products & Guidance at TD Ameritrade, with extensive experience in financial services.
Title and Current Position
Janis Valens is currently serving as the Manager of Investment Products & Guidance at TD Ameritrade. In this role, Valens is responsible for overseeing various investment products and providing guidance on them. This position highlights Valens' extensive experience and expertise in the financial services industry.
Work Experience at TD Ameritrade
Janis Valens has been with TD Ameritrade since 2011, holding the position of Manager - Investment Products & Guidance. Valens' work focuses on managing investment products, ensuring they meet client needs, and providing informed guidance to both clients and team members. This role leverages Valens' broad knowledge of financial products and in-depth understanding of investment strategies.
Previous Roles and Experience
Before joining TD Ameritrade, Janis Valens held several significant positions. Valens was a Senior Manager for Corporate Services at E*TRADE Financial, a Senior Manager at a financial services call center for JP Morgan Chase, and a Senior Project Manager for a licensing group in the Philippines. Additionally, Valens served as Branch Manager for Brown & Co. and has experience working as a retail broker. These roles have equipped Valens with a comprehensive skill set in financial services management and project coordination.
Education and Academic Background
Janis Valens earned a Bachelor's degree in Finance from the University of Central Florida. Studying from 1980 to 1984, Valens gained foundational knowledge in finance that has been instrumental throughout his career. This academic background supports Valens' proficiency in managing investment products and providing financial guidance.