Samantha Ovalle
About Samantha Ovalle
Samantha Ovalle is a Specialist II in Principal Client Account Services at TD Ameritrade with a diverse background in finance, insurance, and customer service.
Current Role at TD Ameritrade
Samantha Ovalle serves as Specialist II, Principal Client Account Services at TD Ameritrade. She has held this position since 2013 and is based in Southlake, Texas, United States. In this capacity, she is likely involved in managing client accounts and delivering high-quality service to TD Ameritrade's clientele.
Previous Roles at TD Ameritrade
Before her current role, Samantha worked at TD Ameritrade as a Retirement Specialist from 2012 to 2013 in Fort Worth, Texas. Prior to that, she was a Credit Risk Analyst from 2007 to 2012, also in the Dallas-Fort Worth Metroplex. These roles likely involved retirement planning and risk management respectively, leveraging her expertise in financial services.
Early Career and Other Positions
Samantha Ovalle began her career as an Insurance Coordinator at Dr. Indukuri from 2002 to 2004 in Bedford, Texas. She then worked as an Account Representative for PSA in Fort Worth, Texas for 10 months in 2005. Over her career, she has accumulated experience in the retail, restaurant, and medical fields.
Educational Background
Samantha studied at Southern New Hampshire University, focusing on General Studies with a concentration in Human Services. She also attended Tarrant County College from 2010 to 2013, where she earned credits towards an Associate's degree in Business Administration and Management. Additionally, she completed a Medical Assistant program at Arlington Medical Institute from 2001 to 2002.
Professional Certifications
Samantha holds several financial licenses, including Series 4, Series 7, Series 24, and Series 66. These certifications are required for various financial advisory roles, demonstrating her extensive knowledge and competence in the financial services industry.
Personal Interests and Hobbies
In her spare time, Samantha enjoys volunteering and spending time with her grown children. She has personal interests in antiquing, reading, and watching movies. Her varied hobbies reflect a well-rounded personal life outside of her professional commitments.