Stephanie Bohls
About Stephanie Bohls
Stephanie Bohls is a Custody Services Manager at TD Ameritrade and a Senior Manager at Charles Schwab, with extensive experience in account services and team management.
Title at Charles Schwab
Stephanie Bohls holds the position of Sr Manager at Charles Schwab. Based in Texas, United States, she has been working in this role since 2022.
Custody Services Manager at TD Ameritrade
Since 2017, Stephanie Bohls has served as the Custody Services Manager at TD Ameritrade. Located in the Dallas/Fort Worth Area, her responsibilities include overseeing custody services operations and ensuring client needs are met efficiently.
Team Manager at TD Ameritrade Institutional
Stephanie Bohls has been a Team Manager at TD Ameritrade Institutional since 2013. In this capacity, she manages and leads a team, aiming to enhance service delivery and client support.
Assistant Team Manager at TD Ameritrade
Between 2007 and 2013, Stephanie Bohls worked at TD Ameritrade in various capacities including Assistant Team Manager, Relationship Manager, and Account Services. During her tenure, she cultivated client relationships and managed account services processes.
Educational Background
Stephanie Bohls attended Iowa Western Community College from 2004 to 2006. She pursued a degree in Sociology and achieved an Associate of Arts (A.A.).