Phoenix Shelling
About Phoenix Shelling
Phoenix Shelling is an Estate/Divorce Case Manager at TD Ameritrade with a diverse background in customer service and account management.
Title
Phoenix Shelling holds the position of Estate / Divorce Case Manager at TD Ameritrade since 2022.
Current Position at TD Ameritrade
Phoenix Shelling currently works as an Estate / Divorce Case Manager at TD Ameritrade. This role, which Shelling has held since 2022, involves managing estate and divorce cases, ensuring clients receive tailored support and guidance through complex financial transitions.
Previous Roles at TD Ameritrade
Prior to the current role, Phoenix Shelling served TD Ameritrade in multiple positions. From 2021 to 2022, Shelling was a Client Account Specialist, focusing on managing client relationships and account issues. From 2020 to 2021, Phoenix Shelling worked as an Investor Services Representative, providing frontline support and addressing investor inquiries.
Experience at Lennox International
Phoenix Shelling has significant experience at Lennox International, having worked in two different capacities. From 2019 to 2020, Shelling was a National Account Advocate, handling major client accounts. Before that, from 2018 to 2019, Phoenix Shelling was part of the Consumer Support - Tech Support team, aiding customers with technical issues and service queries.
Earlier Career Positions
Phoenix Shelling's career includes a variety of roles across different industries. In 2020, Shelling was a Customer Success Administrator at Currently Seeking Opportunities for four months. In 2018, Phoenix held a short-term role as a Customer Service Representative at The Pisa Group for four months. From 2007 to 2016, Shelling worked as a Distributor Sales Specialist at Clif Bar & Company. Additionally, Shelling has experience as an Independent Contractor with Office Team and Professional Staffing Resources from 2004 to 2007.