Juan Gomez
About Juan Gomez
Juan Gomez is the CBO Brokerage Services Team Manager at TD Ameritrade in Omaha, Nebraska.
CBO Brokerage Services Team Manager at TD Ameritrade
Juan Gomez currently holds the position of CBO Brokerage Services Team Manager at TD Ameritrade. He has been in this role since 2023, located in Omaha, Nebraska, United States. In this role, Juan is responsible for overseeing the brokerage services team, ensuring efficient operations, and maintaining high standards of service for clients.
CBO Onboarding Specialist at TD Ameritrade
Before becoming the CBO Brokerage Services Team Manager, Juan Gomez worked as a CBO Onboarding Specialist at TD Ameritrade. He served in this capacity from 2022 to 2023 for 7 months. His responsibilities included facilitating the onboarding process for new clients, ensuring smooth transitions, and providing support for the initial setup of brokerage accounts.
Financial Services Representative at TD Ameritrade
Juan Gomez gained substantial experience at TD Ameritrade by working as a Financial Services Representative from 2021 to 2022 for a year in Omaha, Nebraska. In this role, he provided vital financial services to clients, addressing their queries, and assisting them with financial products and services offered by the company.
Assistant Manager at Hollister Co.
Prior to his tenure at TD Ameritrade, Juan Gomez worked as an Assistant Manager at Hollister Co. from 2018 to 2021 for 3 years in the Omaha Metropolitan Area. In this role, he was responsible for managing daily store operations, supervising staff, and ensuring customer satisfaction through effective service and retail management.
Education at Sioux City East High School
Juan Gomez completed his high school education at Sioux City East High School, where he studied finance. He achieved his High School Diploma in 2018. His academic focus on finance laid a strong foundation for his subsequent career in the financial services industry.