Neil Daniel
About Neil Daniel
Neil Daniel is the Team Manager for the New Client Development Group at TD Ameritrade, with extensive experience in financial services and a background in finance from Texas Christian University.
Title
Neil Daniel currently serves as a Team Manager for the New Client Development Group at TD Ameritrade. He assumed this role in 2021 and continues to lead the team in developing new client relationships. His position underlines his leadership abilities within the financial sector.
Professional Experience at TD Ameritrade
Neil Daniel has accumulated extensive experience at TD Ameritrade. He began his journey there in 2010 in Investment Management Services, where he spent four years honing his skills in the Dallas/Fort Worth Area. He later served as Senior Financial Consultant from 2014 to 2017, followed by three years as Sr Instructor Retail Sales in the same region. In 2020, he transitioned to the Service Team Manager role in Southlake, Texas, before taking his current position as Team Manager, New Client Development Group, in 2021.
Education and Expertise
Neil Daniel holds a Bachelor of Business Administration (BBA) degree in Finance from Texas Christian University, where he studied from 2005 to 2009. His academic foundation in finance has laid the groundwork for a successful career in financial services. Neil's expertise spans retirement planning, investment management, and training facilitation in the financial sector.
Background in Financial Services
Neil Daniel boasts a robust background in financial services, built over years of practical experience at TD Ameritrade. His work has primarily focused on finance consulting, investment management, and client relations. Neil's background shows a strong emphasis on developing and executing financial strategies, particularly in the areas of retirement planning and investment management.
Track Record in Finance Consulting
With a proven track record in finance consulting, Neil Daniel has demonstrated his capability in providing expert advice and strategic planning for clients. His experience across various roles at TD Ameritrade highlights his comprehensive understanding of the financial services industry and his ability to meet client needs effectively.