Ted Cocoles
About Ted Cocoles
Ted Cocoles is a Private Client Investment Consultant at TD Ameritrade with over 20 years of experience in the financial services industry.
Title
Ted Cocoles holds the position of Private Client Investment Consultant at TD Ameritrade in the San Francisco Bay Area since 2015.
Experience at TD Ameritrade
Ted Cocoles has been with TD Ameritrade since 2011. Initially, he worked as an Investment Consultant from 2011 to 2015. In 2015, he transitioned to his current role as Private Client Investment Consultant. His extensive tenure at the company underscores his dedication and expertise in providing investment consulting services.
Career at Morgan Stanley Smith Barney
From 2009 to 2010, Ted Cocoles served as a Financial Advisor Associate at Morgan Stanley Smith Barney. During this period, he contributed to client advisory and financial planning, leveraging his skills in financial analysis and client relationship management.
Role at Wells Fargo Home Mortgage
Ted Cocoles was a Home Mortgage Consultant at Wells Fargo Home Mortgage from 2007 to 2009. In this role, he was responsible for assisting clients with mortgage solutions and providing comprehensive consultations on home financing options.
Position at Washington Mutual
For nine years, from 1998 to 2007, Ted Cocoles worked as a Senior Account Executive in Wholesale Lending at Washington Mutual. His responsibilities included managing lending accounts and developing wholesale lending strategies.
Education and Expertise
Ted Cocoles received his Bachelor's degree in History with a Business Administration emphasis from UCLA, where he studied from 1995 to 1998. He also completed his high school education at Lynbrook High School, graduating in 1993. With over 20 years of experience in the financial services industry, his academic and professional background provides a strong foundation for his current role.
Personal Interests
Ted Cocoles is passionate about sharing Greek culture and frequently travels to Greece. He enjoys sports, specifically cheering for UCLA, the Golden State Warriors, the Sharks, and the Oakland A’s. Additionally, he has a strong interest in food and cooking, and he enjoys attending live music and concerts.