Jannine Allex
About Jannine Allex
Jannine Allex is a Market Manager at TD Ameritrade in Raleigh-Durham, NC, with over 23 years of experience in the Financial Services industry.
Current Position at TD Ameritrade
Jannine Allex is currently serving as a Market Manager at TD Ameritrade. She has held this position since 2018, based in the Raleigh-Durham, NC area. Her role involves leading teams of financial services professionals, focusing on long-term client financial success. Jannine emphasizes building strong client relationships and implementing robust financial planning strategies to ensure client retention.
Previous Roles at Fidelity Investments
Jannine Allex has an extensive career history with Fidelity Investments, spanning multiple significant roles. From 2017 to 2018, she worked as a Market Leader for NJ South Investor Centers. Prior to this, she was the Senior Branch Office Manager / Vice President from 2013 to 2017 and previously served as Branch Office Manager / Vice President from 2011 to 2012 in Millburn, NJ. In 2010, she was the Assistant Branch Office Manager at Rockefeller Center, NYC, and earlier served as a Financial Consultant from 2008 to 2010 in Morristown, NJ. Additionally, she held the position of Vice President Scale & Profitability from 2005 to 2008 in Providence, RI.
Experience at Merrill Lynch
Before her tenure at Fidelity Investments, Jannine Allex worked at Merrill Lynch as Director, Client Contact Center. She held this position from 2001 to 2005, working out of Hopewell, NJ. Her duties in this role involved overseeing client interactions and ensuring the delivery of high-quality service and support.
Financial Services Industry Expertise
With over 23 years of experience in the financial services industry, Jannine Allex brings extensive knowledge and leadership skills to her current role at TD Ameritrade. Her career has been marked by a consistent focus on enhancing client relationships, cultivating trust, and planned financial strategies. She is passionate about the positive impact financial services can have on clients' lives and families, emphasizing high-touch relationships as key to long-term success.