Sylvia Rogan
About Sylvia Rogan
Sylvia Rogan is a Senior Relationship Manager at TD Ameritrade in Omaha, Nebraska, with extensive experience in financial services and customer relations.
Company
Sylvia Rogan is currently employed at TD Ameritrade, located in Omaha, Nebraska, United States. She has been with the company since 2017, progressing through several roles.
Title
Sylvia Rogan serves as a Senior Relationship Manager at TD Ameritrade from 2021. Her responsibilities include managing and maintaining institutional client relationships.
Previous Roles
Before becoming a Senior Relationship Manager, Sylvia held multiple positions at TD Ameritrade, including Senior Trading Specialist from 2020 to 2021, Trading Specialist from 2018 to 2020, and Financial Services Representative from 2017 to 2018. Each of these roles was in the Greater Omaha Area.
Education and Expertise
Sylvia Rogan holds a Bachelor of Science (B.S.) degree in Equine Science with a minor in Business Administration from Colorado State University, where she studied from 2012 to 2015. She also received her High School Diploma from Duchesne Academy of the Sacred Heart in Omaha, NE, from 2008 to 2012.
Achievements
Throughout her career, Sylvia has managed institutional business relationships totaling over $5.2 billion and coordinated conversion projects amounting to $10 million in assets. She has also produced LEAN solutions for Self-Directed Plan Services and provides oversight reporting for clients on various frequencies. Additionally, Sylvia has improved efficiency between the Service Team and end-client by overseeing transfers and is engaged in continuous education within the Corporate Retirement financial sector.