Joe Willard
About Joe Willard
Joe Willard is a Trading Solutions Specialist at TD Ameritrade in Omaha, Nebraska, with a diverse background in financial services, business development, and education.
Trading Solutions Specialist at TD Ameritrade
Joe Willard is currently serving as a Trading Solutions Specialist at TD Ameritrade, a role he has held since 2021. Based in Omaha, Nebraska, Joe leverages his expertise to support clients by identifying their unstated needs and positioning TD Ameritrade’s services to enhance client retention. He also works closely with Branch Partners to consolidate outside assets, achieving an average of $2 million in new net assets (NNA) per quarter.
Previous Roles at TD Ameritrade
Before his current position, Joe Willard held multiple roles at TD Ameritrade. From 2020 to 2021, he worked as a New Client Development Specialist, aiding in the onboarding of new clients. Prior to that, he was a Financial Services Representative from 2018 to 2020, where he developed a deep understanding of financial products and services to better serve clients in the Greater Omaha Area.
Extensive Career in Financial and Client Services
Joe Willard's career spans various roles across the financial and client services sectors. He served as Business Development Director at VODEC from 2017 to 2018, addressing markets in Nebraska and Iowa. He also took on the role of Sales and Marketing Manager at Sirkdot between 2016 and 2017 and worked as a Quality Assurance Analyst and Interviewer at The MSR Group from 2014 to 2016. His experience includes roles in team leadership, business development, and sales management, reflecting a versatile career trajectory.
Educational Background
Joe Willard earned a Bachelor of Arts (B.A.) in Religion/Religious Studies from Nebraska Wesleyan University from 2003 to 2007. He later pursued Secondary Education and Teaching at the University of Nebraska at Omaha from 2013 to 2016. His academic background has provided a strong foundation for his diverse roles in education, client services, and financial sectors.
Early Career and Additional Roles
Earlier in his career, Joe Willard co-founded UNI Unlimited / Unlimited Vapes in 2013 and worked as the Omaha Regional Manager and Sales Representative at First American Payment Systems between 2011 and 2013. He also held supervisory roles at HKT Teleservices, including Team Lead and Supervisor, from 2009 to 2012. These varied positions illustrate Joe’s capability in managing teams, developing business strategies, and enhancing client relationships.