Peng Welstead
About Peng Welstead
Peng Welstead is a Financial Service Representative at TD Ameritrade with a diverse background in customer service, property management, project management, and research analysis.
Professional Title
Peng Welstead holds the title of Financial Service Representative, currently working at TD Ameritrade.
Current Role and Responsibilities at TD Ameritrade
Peng Welstead has been serving as a Financial Service Representative at TD Ameritrade since 2019. Based in Southlake, Texas, Peng's role involves assisting clients with their financial service needs, navigating multiple client issues efficiently, and ensuring high-standard customer service. His bilingual abilities enhance his communication capabilities in this diverse environment.
Previous Experience in Customer Service and Property Management
Before joining TD Ameritrade, Peng Welstead worked as a Customer Service Advocate at RBC Life Sciences from 2018 to 2019. Prior to that, he served as Properties Management Supervisor at BBP AL Properties, LLC for nine years. These roles helped Peng build strong customer service and property management expertise, further developing his skills in addressing client issues and adapting to changing business conditions.
Project Management and Research Analyst Roles
Peng Welstead's career also includes a four-year tenure as Project Manager at Focus Legal Solutions, Inc. in Omaha, Nebraska, from 2004 to 2008. Additionally, he gained valuable research experience as a Research Analyst at Chung Hua Institution for Economics in Taipei, Taiwan, from 1998 to 1999. These positions have contributed to his ability to manage projects effectively and conduct thorough research and analysis.
Educational Background and Degrees
Peng Welstead holds a Master's degree in Management Information Systems from the University of Nebraska at Omaha. He also obtained a Bachelor's degree in Statistics from National Chengchi University in Taiwan. His diverse educational background supports his analytical and information management skills, which are crucial in his current role.