Steve Adams Crpc
About Steve Adams Crpc
Steve Adams Crpc is a New Account Sales professional at TD Ameritrade in Omaha, Nebraska, with extensive experience in investor services and a background in financial planning and psychology.
Current Role at TD Ameritrade
Steve Adams currently works at TD Ameritrade in New Account Sales in Omaha, Nebraska, United States, beginning this role in 2020. His responsibilities likely involve attracting and onboarding new clients to the firm's services.
Previous Positions at TD Ameritrade
Steve Adams has a long history with TD Ameritrade, holding multiple roles over more than a decade. He served as Manager - Investor Services from 2017 to 2020 after completing an internship in the same area. Prior to this, he worked in Private Client Services from 2015 to 2017 and as an Investment Consultant from 2013 to 2015. His earlier roles include New Client Consultant from 2009 to 2013 and Investor Services from 2007 to 2009.
Educational Background
Steve Adams has a robust educational background linked to his professional field. He studied at the College for Financial Planning and achieved a certification in Retirement Planning in 2013. Previously, he completed a Bachelor's Degree in Psychology from Bellevue University, spanning from 2002 to 2006. His early education includes graduating from Millard North High School, which he attended from 1999 to 2002.
Hobbies and Personal Interests
Outside of his professional career, Steve Adams has diverse personal interests. He enjoys playing golf and soccer and has a passion for restoring old items and working on cars. Additionally, he is a two-time state champion in foosball.
Philosophy and Client Support Experiences
Steve Adams believes in the philosophy that teamwork can create results greater than the sum of individual efforts. His experience in the financial sector includes navigating clients through significant events such as multiple mergers, flash crashes, and the subprime mortgage crisis.