Robert Peng
About Robert Peng
Robert Peng is the Branch and Sales Production Manager at TD Ameritrade in Yorba Linda, CA, managing a branch with $1.1 billion in assets under management.
Title
Robert Peng currently serves as the Branch and Sales Production Manager at TD Ameritrade. He also holds the title of Branch Manager at the same firm.
Previous Experience at Scottrade
From 2010 to 2018, Robert Peng worked at Scottrade as a Branch Manager. During his 8 years there, he was responsible for managing branch operations and ensuring client satisfaction.
Past Roles at Wells Fargo
Robert Peng’s tenure at Wells Fargo includes roles as Premier Banker from 2007 to 2010 and as Premier Registered Banker from 2004 to 2007. Across these 6 years, he developed a deep understanding of financial services and cultivated strong client relationships.
Early Career in Sales and Financial Services
Beginning his career in 2000, Robert Peng worked as a Financial Advisor at Prudential Financial for 11 months before moving into a sales role at Good Guys, focusing on Home Entertainment from 2000 to 2004. These positions provided a solid foundation for his future in financial services.
Educational Background
Robert Peng studied Business Economics at California State University, Long Beach and earned his Bachelor of Arts degree. His educational background has been instrumental in his understanding of economics and financial management.
Current Responsibilities at TD Ameritrade
In his current role at TD Ameritrade, Robert Peng manages a branch in Yorba Linda, CA, with $1.1 billion in assets under management. He oversees a team of senior financial consultants and associates, focusing on coaching and performance management. He also acts as a trusted advisor to a $300+ million book of business and organizes exclusive events and seminars for high-net-worth clients.
Language Proficiency
Robert Peng is fluent in Mandarin, which has been a significant asset in building long-lasting customer relationships and enhancing client communication.