Patrick Mc Allister
About Patrick Mc Allister
Patrick Mc Allister is the Senior Manager of Strategy and Client Experience at TD Ameritrade, with extensive experience in project management and client services.
Company: TD Ameritrade
Patrick Mc Allister currently works at TD Ameritrade as the Senior Manager, Strategy and Client Experience. His tenure at TD Ameritrade began in 2006, holding various roles including Senior Manager, Private Client Services Strategy, Senior Implementation Manager, Program Manager for Long Term Investing, and Senior Manager, Research. He is based in Jersey City, NJ.
Previous Experience at E*TRADE Financial
Patrick Mc Allister worked at E*TRADE Financial from 2012 to 2015 as the Senior Manager, Marketing. During his three-year tenure in New York, NY, he contributed to the company's marketing strategies and initiatives.
Education and Expertise
Patrick Mc Allister holds a Bachelor of Arts (BA) degree from Ithaca College, attained in 1970. His educational background has supported his various managerial roles across multiple financial services firms, contributing to his expertise in strategy, marketing, and client experience.
Strategy and Client Experience at TD Ameritrade
In his current role as Senior Manager, Strategy and Client Experience at TD Ameritrade, Patrick Mc Allister has led the integration of Scottrade's customer experience operations. He worked across departments including Retail, Technology, Marketing, Call Center, Branch, Legal, and Risk. His leadership resulted in a significant 20% improvement in retail experience scores over two years by strategically prioritizing projects and recommending effective solutions.
Project Management Background
Earlier in his career, Patrick Mc Allister held project management positions at ACS and Mellon Investor Services. At ACS, he served as a Project Manager from 2005 to 2006, based in Fort Lee, NJ. He worked as a Project Manager at Mellon Investor Services from 2002 to 2005 in Ridgefield Park, NJ.