Leo Abundez
About Leo Abundez
Leo Abundez is a Financial Services Trainee at TD Ameritrade in Southlake, Texas, with a background in retail sales and a strong academic foundation in business and financial planning.
Current Position at TD Ameritrade
Leo Abundez is currently working as a Financial Services Trainee at TD Ameritrade in Southlake, Texas. He has been with the company in this role since 2020. In his position, Leo focuses on gaining hands-on experience in financial services and wealth management, reinforcing his knowledge in financial planning and client relations.
Previous Roles and Experience
Leo Abundez has built a robust foundation in financial services through various roles. Prior to his current position, he worked as an Investor Services Intern at TD Ameritrade for five months in 2019. He also gained diverse retail experience, having worked as a Retail Sales Associate at Johnston & Murphy, Brooks Brothers, and Columbia Sportswear Company. Additionally, he has experience in inventory management from his role as an Overnight Stocker at Tom Thumb Supermarket, and customer service skills from his tenure as a Server at Corner Bakery.
Educational Background
Leo Abundez pursued his education at the University of North Texas, where he studied Business with a specialization in Risk, Insurance, and Financial Services (Financial Planning Track) from 2016 to 2020. He also studied Logistics, Materials, and Supply Chain Management at the University of Arkansas from 2015 to 2016. These academic pursuits have equipped him with a solid understanding of financial planning and business operations.
Professional Development
Leo Abundez is actively pursuing the Certified Financial Planner (CFP) certification to further enhance his expertise in financial planning. This certification aims to validate his proficiency in creating comprehensive financial plans and strategies for clients. Additionally, he values the importance of networking and consistently seeks to build connections within the financial planning community.
Passion for Wealth Management
Leo Abundez has a strong passion for wealth management and is dedicated to building personal business relationships. He is committed to organizing assets and meticulously preparing financial plans for multiple clients. Through a client-focused business model, Leo actively seeks to provide tailored financial solutions and foster long-lasting professional connections.