Keith Leong
About Keith Leong
Keith Leong is a Market Manager and Branch Manager at TD Ameritrade in the New York City Metropolitan Area.
Current Role at TD Ameritrade
Keith Leong serves as Market Manager / Branch Manager at TD Ameritrade. He has been in this role since 2021, operating in the New York City Metropolitan Area. As a Market Manager, he oversees market activities, ensuring the branch meets its financial and operational targets. His responsibilities include team leadership, client relationship management, and strategic market development.
Past Experience at TD Ameritrade
Prior to his current role, Keith Leong was a Branch Manager at TD Ameritrade from 2015 to 2018. In this position, he managed the branch’s day-to-day operations, employee performance, and customer service standards. His tenure in this role demonstrated his capability in branch management within the competitive financial sector of the New York City Metropolitan Area.
Role at Charles Schwab
Before joining TD Ameritrade, Keith Leong worked at Charles Schwab as Vice President - Financial Consultant from 2004 to 2015. Over the course of 11 years, he was responsible for providing financial consultation to clients, helping them to plan and manage their financial portfolios. His role required in-depth knowledge of financial products and services, client acquisition, and retention.