Steve Schoenfeld
About Steve Schoenfeld
Steve Schoenfeld is the Senior Manager of Institutional Fixed Income Sales at TD Ameritrade, with extensive experience in fixed income sales and financial advising.
Title
Steve Schoenfeld is the Senior Manager of Institutional Fixed Income Sales at TD Ameritrade. In this role, he focuses on enhancing relationships with Registered Investment Advisors (RIAs) and expanding in-house business opportunities in the Greater San Diego Area.
Work Experience at TD Ameritrade
Steve Schoenfeld has extensive experience at TD Ameritrade. He has been serving as the Senior Manager of Institutional Fixed Income Sales since 2015. Prior to this role, he worked as the Director of Fixed Income Sales from 2011 to 2015 in the Greater New York City Area.
Career at Merrill Lynch
Steve Schoenfeld worked at Merrill Lynch as a Financial Advisor from 2009 to 2011. During his tenure, he focused on advisory services and built a strong foundation in financial consulting.
Roles at Charles Schwab
Steve Schoenfeld held multiple positions at Charles Schwab. From 1991 to 1999, he served as Regional Bond Specialist & Financial Consultant. He then became the Producing Manager of Fixed Income Sales from 1999 to 2002 and later served as Director of Fixed Income Sales from 2002 to 2008.
Educational Background
Steve Schoenfeld studied Business Administration at California Polytechnic State University-San Luis Obispo. He achieved his Bachelor of Science (BS) degree from 1985 to 1988.
Expertise in Fixed Income Products
Steve Schoenfeld has expertise in distributing a wide range of fixed income products, including municipal securities, corporate bonds, mortgage-backed securities, certificates of deposit, new issue preferred stock, and structured products. He is skilled in wholesaling with business partners to attract new advisors to utilize the company's platform for fixed income needs.