Josh Phelps
About Josh Phelps
Josh Phelps is the Team Lead for Asset Transfer Services at TD Ameritrade, with a background in both the automotive and financial sectors.
Company
Josh Phelps is currently working at TD Ameritrade as Team Lead, Asset Transfer Services. He has been with the company in this role since 2021, based in Omaha, Nebraska, United States. Prior to this position, he held various roles within the same organization, reflecting a solid career progression in the financial sector.
Title
Currently, Josh Phelps holds the position of Team Lead, Asset Transfer Services at TD Ameritrade. He began this role in 2021 and is responsible for overseeing the asset transfer processes, ensuring efficiency and client satisfaction.
Education and Expertise
Josh Phelps studied at Creighton University, where he earned a Bachelor of Science in Business Administration with a focus on Marketing, attending from 2009 to 2013. Prior to this, he completed his high school education at Creighton Preparatory School, earning his diploma in 2009. His education has given him a strong foundation in marketing and business principles.
Background
Josh Phelps started his career in the automotive industry with Baxter Auto, first as a Sales & Leasing Consultant and later as the Aftermarket Sales Director. He transitioned to the financial sector, joining Bank of the West as a Relationship Banker for one year. He then moved to TD Ameritrade, where he has held multiple roles, including Financial Services Representative and Senior Account Manager, Private Client Services, before rising to his current position.
Experience in Automotive and Financial Sectors
Josh Phelps has amassed considerable experience in both the automotive and financial sectors. At Baxter Auto, he developed sales strategies as the Aftermarket Sales Director, following his initial role as Sales & Leasing Consultant. In the financial sector, he has worked in various capacities, including Relationship Banker at Bank of the West and several roles at TD Ameritrade. This diverse background has enabled him to develop a unique set of skills, particularly in sales strategies and client relations.