Stuart Willis
About Stuart Willis
Stuart Willis is a New Client Development Specialist at TD Ameritrade, specializing in educating new investors and developing business strategies. He has extensive experience in financial services and customer service, with previous roles at Allstate Insurance Company and as a teacher.
Current Position at TD Ameritrade
Stuart Willis currently holds the position of New Client Development Specialist at TD Ameritrade. He has been with the company in this role since 2017, based in Southlake. Stuart focuses on developing new business strategies and specializes in educating new investors on the TD Ameritrade platforms. His role is pivotal for bringing in new clients and ensuring they are well-informed and comfortable with their investments.
Previous Roles at TD Ameritrade
Before his current position, Stuart worked as a Financial Services Representative at TD Ameritrade from 2016 to 2017. In this capacity, he was based in Southlake and was responsible for assisting clients with their financial needs. His experience in customer service and financial strategies laid the foundation for his current role in new client development.
Career at Allstate Insurance Company
Stuart Willis had a significant tenure at Allstate Insurance Company from 2004 to 2015 in Irving, Texas. During this period, he held various roles including Front Line Manager, Outsourcing Education, and Transition Manager. As a Transition Manager from 2010 to 2015, Stuart oversaw transitions within the company, ensuring smooth operations. In his role focusing on Outsourcing Education from 2006 to 2010, he was responsible for educating staff on outsourcing practices. As a Front Line Manager from 2004 to 2006, Stuart managed front-line operations, demonstrating his versatility and leadership within the organization.
Early Career and Teaching Experience
Earlier in his career, Stuart worked as a Special Education and ESL Teacher at Little Elm Independent School District from 1992 to 1998. He was based at Little Elm Middle School, where he dedicated six years to educating students with special needs and those learning English as a second language. This experience highlights Stuart’s commitment to education and his ability to communicate complex information effectively.
Educational Background
Stuart Willis studied Civil Engineering at The University of Texas at Arlington, where he achieved a Bachelor's degree. His academic background in civil engineering provides him with a solid foundation in analytical thinking and problem-solving, which has been beneficial throughout his diverse career. Although the timeline of his education completion is unclear, his professional experience demonstrates a continuous application of these skills.