Jeffrey Wilson Ii
About Jeffrey Wilson Ii
Jeffrey Wilson II is a Financial Services Trainee at TD Ameritrade in Southlake, Texas, with a background in investor services, accounting, and operations.
Current Position at TD Ameritrade
Jeffrey Wilson Ii is currently working as a Financial Services Trainee at TD Ameritrade in Southlake, Texas, United States. He started this role in 2021. In this capacity, he is enhancing his skills in the financial services industry while preparing for FINRA Series 7 and 63 licenses.
Previous Experience at TD Ameritrade
Before becoming a Financial Services Trainee, Jeffrey Wilson Ii worked at TD Ameritrade as an Investor Services intern from 2020 to 2021. During this one-year tenure, he gained substantial experience in customer service, directly interacting with investors and addressing their needs.
Experience at JRG Taxes and Home Depot
Jeffrey Wilson Ii also served as an Accounting Intern at JRG Taxes in 2020 for a duration of two months. Prior to this, he worked at Home Depot as an Operations Associate from 2016 to 2020. During his four-year stint at Home Depot, he acquired valuable skills in operations and customer service.
Education Background
Jeffrey Wilson Ii pursued a Bachelor of Business Administration (BBA) in Business Integrated Studies from the University of North Texas, graduating in 2021. His academic expertise is further supported by his acquisition of a Residential Property Management Certificate during his studies.
Roles in Alpha Kappa Psi Professional Business Fraternity
While attending the University of North Texas, Jeffrey Wilson Ii was actively involved in the Alpha Kappa Psi Professional Business Fraternity, where he served as Vice President of Administration. This role allowed him to develop leadership and administrative skills, complementing his academic studies.