Ram Shukla
About Ram Shukla
Ram Shukla is the Branch Manager at TD Ameritrade in Omaha, Nebraska, overseeing a team of financial consultants and managing sales results.
Branch Manager at TD Ameritrade
Ram Shukla has been serving as the Branch Manager at TD Ameritrade since 2012. Based in Omaha, Nebraska, his current role involves managing a team, overseeing sales results, and ensuring asset growth and client retention. He is responsible for coaching, recruiting, and training both Senior Financial Consultants and Financial Consultants. Additionally, he supervises the National South team within Centralized Sales.
Previous Role: Investment Consultant at TD Ameritrade
From 2009 to 2012, Ram Shukla worked as an Investment Consultant at TD Ameritrade in Omaha, Nebraska. His tenure in this role spanned three years, during which he was responsible for providing investment advice and managing client portfolios.
Financial Advisor at Wells Fargo
Between 2007 and 2009, Ram Shukla was employed at Wells Fargo as a Financial Advisor. Based in San Francisco, California, he spent two years advising clients on financial strategies and helping them achieve their financial goals.
Investment Specialist at TD
Ram Shukla's earlier professional experience includes a nine-year tenure as an Investment Specialist at TD in Toronto, Ontario, Canada. From 1997 to 2006, he specialized in investment strategies and client relationship management, laying the foundation for his subsequent roles in the financial industry.