Rachel Thompson
About Rachel Thompson
Rachel Thompson is a Senior Manager at TD Ameritrade, specializing in high net worth clients, with extensive experience in client services and event coordination.
Current Position at TD Ameritrade
Rachel Thompson is currently serving as the Senior Manager of High Net Worth at TD Ameritrade. She has held this position since 2021 in Omaha, NE. Her role involves managing large financial portfolios and providing services to high-net-worth clients.
Previous Roles at TD Ameritrade
Prior to her current role, Rachel Thompson served in multiple roles at TD Ameritrade. From 2018 to 2021, she was the Client Account Services Team Manager. She also served as Internship Manager for three months in 2018. Before that, she held the position of Senior Specialist at the Branch Resource Desk from 2017 to 2018, New Client Development Group from 2015 to 2016, and as a Client Service Specialist from 2014 to 2015.
Experience at Financial Engines
Rachel Thompson worked at Financial Engines from 2016 to 2017 as a Client Services Manager and Live Events Coordinator. She played a key role in coordinating the planning and execution of retail and 401k plan sponsor events. Her responsibilities also involved collaborating with outside vendors, representing Financial Engines to plan partners, and preparing detailed post-event reports to evaluate the effectiveness of each event.
Career at Raymond James
Rachel Thompson worked at Raymond James from 2008 to 2014 as a Client Service Manager. During this period, she was responsible for developing strong partnerships and cultivating relationships with financial advisors while coordinating with operations.
Educational Background
Rachel Thompson attended the University of Nebraska-Lincoln from 2003 to 2007. Her academic background contributes to her expertise in managing client relationships and events in the financial services industry.