Kalen Phillips

Kalen Phillips

Financial Trainee @ TD Ameritrade

About Kalen Phillips

Kalen Phillips is a Financial Trainee at TD Ameritrade and an Executive Recruiter at Maxum Group, with a background in sports coaching and a degree from the University of Nebraska at Omaha.

Current Role at Maxum Group

Kalen Phillips currently works at Maxum Group as an Executive Recruiter. This position has been held since 2021 in Omaha, Nebraska, United States. As an Executive Recruiter, Kalen is responsible for identifying, attracting, and placing executive-level professionals. This role involves sourcing candidates, conducting interviews, and managing the entire recruitment process for higher-level positions.

Role at TD Ameritrade

Since 2020, Kalen Phillips has been serving as a Financial Trainee at TD Ameritrade in Omaha, Nebraska. In this role, Kalen is gaining foundational experience in financial services, including investment strategies and client management. As a Financial Trainee, Kalen is learning essential skills necessary for a career in finance while supporting the company’s financial advisors.

Previous Experience at Omaha Sports Academy

From 2018 to 2021, Kalen Phillips worked at Omaha Sports Academy as a Site Supervisor and Basketball Coach. Over these three years, Kalen was responsible for organizing and supervising games, managing site operations, and coaching basketball teams. The role also included mentoring young athletes and helping them develop their basketball skills and teamwork capabilities.

Education and Studies at University of Nebraska at Omaha

Kalen Phillips earned a Bachelor of Multidisciplinary Studies from the University of Nebraska at Omaha. Completing this degree from 2015 to 2019, Kalen focused on broad-based academic and practical knowledge encompassing various fields. Additionally, Kalen organized team and individual camps as a representative of the university's women's basketball team, thereby honing leadership and organizational skills.

Technical Skills

Kalen Phillips is proficient in Microsoft Office Suite, including PowerPoint, OneNote, and Excel, as well as Salesforce. This proficiency encompasses creating presentations, managing data, and utilizing CRM tools, which are essential skills for roles in recruitment and financial services.

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