Shannon Wilson
About Shannon Wilson
Shannon Wilson is a Case Manager at TD Ameritrade in Omaha, Nebraska, specializing in estate and divorce cases.
Current Role at TD Ameritrade
Shannon Wilson currently serves as a Case Manager at TD Ameritrade in Omaha, Nebraska. She has been in this role since 2021. As a Case Manager, she specializes in handling estate and divorce cases. Wilson's responsibilities likely include managing client interactions, assembling case files, and working closely with legal and financial teams to ensure smooth case resolution.
Previous Positions at TD Ameritrade
Before her current role, Shannon Wilson worked as a Client Account Specialist at TD Ameritrade from 2018 to 2021 in Omaha, NE. In this position, she would have been responsible for managing customer accounts, resolving client inquiries, and ensuring customer satisfaction. This role provided her with substantial experience in client interactions and account management, which has been beneficial in her current position.
Experience in the Service Industry
Shannon Wilson has experience working in various service industry roles. She served as a Server at Texas Roadhouse from 2016 to 2018 and at Buffalo Wild Wings from 2014 to 2016. Additionally, she worked as a Sales Associate at American Eagle Outfitters in 2012 for five months. These positions helped Wilson develop strong customer service skills, which have been valuable in her professional career.
Educational Background in Investments and Securities
Shannon Wilson studied at the University of Nebraska at Omaha, where she obtained a Bachelor's degree in Investments and Securities from 2014 to 2018. This educational background provided her with a strong foundation in financial principles, investment strategies, and market analysis. Furthermore, she participated in the actuarial program at the University, which added to her expertise in financial risk and statistical analysis.
High School Education at Omaha Marian High School
Shannon Wilson completed her high school education at Omaha Marian High School from 2008 to 2012. Her time at the school laid the groundwork for her academic and professional pursuits in the field of finance and client management.