Kevin Watson
About Kevin Watson
Kevin Watson is a Sr. Manager at TD Ameritrade, specializing in Brokerage Service for new clients, with a background in investor services and financial sales.
Current Title and Role
Kevin Watson currently holds the position of Sr. Manager - Brokerage Service (New Client) at TD Ameritrade. He has been with TD Ameritrade since 2021, working out of Southlake, Texas, United States. In this role, he focuses on managing and attracting new clients to TD Ameritrade's brokerage services.
Professional Experience at TD Ameritrade
Kevin Watson has held several roles at TD Ameritrade, showcasing his upward trajectory within the company. Before his current position, he served as Investor Services Manager from 2018 to 2021 and briefly as Sr Specialist Resource Desk in 2018. Additionally, he managed a temporary assignment as Manager, Investor Services from 2017 to 2018 and served as a Resource Desk Specialist for six months in 2017. His initial role at TD Ameritrade was as a Financial Sales Representative from 2016 to 2017.
Previous Positions at The Vitamin Shoppe
Prior to his tenure at TD Ameritrade, Kevin worked at The Vitamin Shoppe. He was Store Manager from 2014 to 2016 and served as Assistant Store Manager from 2013 to 2014 in Plano, Texas. These roles provided him with early managerial experience and customer service skills.
Educational Background
Kevin Watson holds a Master of Business Administration (MBA) in Strategic Management from the University of the Cumberlands, achieved between 2021 and 2023. Additionally, he has completed the Disruptive Strategy program at Harvard Business School Online in 2020 and the ChangeFit 360 CCMP Change Management Bootcamp, also in 2020. He earned a Bachelor of Science (B.S.) in Sport and Fitness Administration/Management from The University of Texas at Austin, where he studied from 2009 to 2013.
Skills and Expertise
Kevin possesses expertise in coaching and change leadership, critical for his role in managing new client brokerage services. His strong skills in data analysis aid his decision-making in the financial services industry. Additionally, his background in marketing strategy enhances his ability to attract and retain new clients.