Shawn Peterson
About Shawn Peterson
Shawn Peterson is a Senior Manager at TD Ameritrade in Southlake, Texas, with extensive experience in financial services and a background in finance and business administration.
Current Role at TD Ameritrade
Shawn Peterson is currently a Senior Manager at TD Ameritrade, a position he has held since 2021. Based in Southlake, Texas, United States, Shawn manages various operational aspects and leads a team dedicated to financial services. His focus is on implementing strategies that enhance the customer experience and operational efficiency at TD Ameritrade.
Professional Experience at TD Ameritrade
Shawn Peterson has had a diverse career at TD Ameritrade, which began in 2007. His roles have included Assistant Team Manager New Accounts, Team Manager Retirement Accounts, Tax and Retirement Operations Manager, and Team Manager Cost Basis. Each position has helped him gain extensive knowledge in financial management, tax operations, and retirement accounts, contributing to his progression to Senior Manager.
Educational Background
Shawn Peterson studied at Southern New Hampshire University, where he earned a Bachelor of Science in Finance, focusing on Finance and Financial Management Services from 2020 to 2021. He also studied at the University of Nebraska-Lincoln from 2002 to 2004, where he pursued Business Administration and Management, General. Both educational experiences have bolstered his expertise in financial management and business administration.
Key Leadership and Operations
Shawn Peterson has demonstrated leadership in various capacities. He established a leadership tree featuring over 20 individuals in leadership roles within Financial Services. At the age of 22, he set up a call center in the Philippines and led BPO processing operations in India. His leadership style has contributed to achieving a sustainable engagement score of 98% with his teams.
Professional Licenses and Accolades
Shawn Peterson achieved Series 7, 63, 24, and 4 licenses within six months of starting at TD Ameritrade, showcasing his proficiency and commitment to the financial industry. He has earned significant accolades at TD Ameritrade, including two TOPS wins and multiple nominations for the 'Better Begins with Me' recognition. These credentials underscore his dedication and skill in the financial sector.