Jeffrey Lombardi
About Jeffrey Lombardi
Jeffrey Lombardi is the Client Account Services Principal at TD Ameritrade, with extensive experience in financial services and compliance roles at various firms including AXA Advisors, LLC and Wells Fargo Advisors.
Title
Jeffrey Lombardi serves as the Client Account Services Principal at TD Ameritrade. He has held this position since 2017 in Edwardsville, Illinois.
Professional Experience at TD Ameritrade
Jeffrey Lombardi has been with TD Ameritrade as the Client Account Services Principal since 2017. In this role, he manages client account services, leveraging his extensive background in financial services to ensure efficient and compliant operations. He is based in Edwardsville, Illinois, where he continues to contribute to the company's success.
Previous Roles at AXA Advisors and Wells Fargo
Prior to joining TD Ameritrade, Jeffrey Lombardi worked at AXA Advisors, LLC as a Senior Branch Operations Manager in 2016. Before that, he spent over a decade at Wells Fargo Advisors, notably as a Regional Branch Supervisor from 2015 to 2016, First Vice President of the Credit/Margin Department from 2002 to 2014, and Vice President of the Credit/Margin Department from 1995 to 2001.
Early Career at Morgan Stanley
Jeffrey Lombardi began his career at Morgan Stanley, where he held multiple roles over a span of 12 years. He started as a Credit Team Leader in the Greater New York City Area from 1983 to 1992, then served as a Branch Operations Analyst in the Miami/Fort Lauderdale Area from 1992 to 1995.
Education and Training
Jeffrey Lombardi attended Iona College, where he studied Liberal Arts and Sciences, General Studies, and Humanities from 1980 to 1982. He completed his high school education at Franklin K Lane, from 1976 to 1980.