Stephanie Davis
About Stephanie Davis
Stephanie Davis is an Associate at TD Ameritrade with a background in financial services and contract specialization.
Current Role at TD Ameritrade
Stephanie Davis currently works at TD Ameritrade as an Associate. Her tenure began in 2021. Within her role, she contributes to various projects and tasks, leveraging her skills from her extensive background in financial services.
Role as Financial Services Representative at TD Ameritrade
Since 2020, Stephanie Davis has also been serving as a Financial Services Representative at TD Ameritrade in Omaha, Nebraska. In this position, she engages directly with clients to provide financial advice and support, ensuring they receive personalized and professional service. Her responsibilities include addressing client inquiries, managing accounts, and ensuring compliance with regulatory standards.
Previous Experience at Lincoln Financial Group
Stephanie Davis worked at Lincoln Financial Group as a Contract Specialist from 2015 to 2020. During her five-year tenure in the Greater Omaha Area, she was responsible for managing and drafting contracts, ensuring they met the necessary legal and regulatory requirements. Her experience in this role enhanced her ability to handle complex financial documents and liaise effectively with various stakeholders.
Education at Metropolitan Community College
Stephanie Davis studied at Metropolitan Community College from 2008 to 2014, where she pursued a program in Business, Management, Marketing, and Related Support Services. Through her six years of study, she gained a comprehensive understanding of business operations, marketing strategies, and management principles, which have been integral to her professional development in the financial services industry.