Siu Wong
About Siu Wong
Siu Wong is a Client Service Specialist at TD Ameritrade in Omaha, Nebraska, with a background in customer service roles at TD and HSBC, and a Bachelor of Commerce from Curtin University.
Company
Siu Wong is currently employed at TD Ameritrade as a Client Service Specialist. The company is well-known for its comprehensive range of investment services and trading platforms, including stocks, ETFs, mutual funds, IRAs, and FOREX.
Title
Siu Wong holds the position of Client Service Specialist at TD Ameritrade. In this role, he utilizes various tools such as Salesforce and A2C to manage and serve retail clients' investment accounts.
Professional Experience at TD Ameritrade
Since 2018, Siu Wong has been working at TD Ameritrade in Omaha, Nebraska, United States. In this capacity, he has been instrumental in managing retail clients' investment accounts. He also educates clients on the use of TD Ameritrade's trading platforms like Thinkorswim®.
Previous Roles at HSBC
Before joining TD Ameritrade, Siu Wong accumulated significant experience at HSBC in London, Greater London, United Kingdom. He worked as a Branch Customer Service Representative in Retail Banking for 5 months in 2017. Earlier, he dedicated 8 years, from 2009 to 2017, as a Customer Service Officer in Commercial Banking at HSBC.
Educational Background
Siu Wong holds a Bachelor of Commerce degree in Economics and Finance from Curtin University, where he studied from 2007 to 2009. He also attended Curtin College from 2006 to 2007, focusing on Commerce and Business. His foundational education was completed at La Salle College from 1999 to 2006.