Terrelle Marion
About Terrelle Marion
Terrelle Marion is a Tax and Retirement Specialist at TD Ameritrade with extensive experience in financial services and customer relations.
Title and Role at TD Ameritrade
Terrelle Marion currently holds the position of Tax and Retirement Specialist at TD Ameritrade. This role involves providing expert advice on tax strategies and retirement planning to clients. This position requires an extensive understanding of financial products and services to offer tailored solutions to meet client needs.
Previous Experience at Pacific Life
Before joining TD Ameritrade, Terrelle Marion worked at Pacific Life in various roles. From 2020, he served as the Senior Annuity Product Coordinator for 8 months, focusing on coordinating annuity products. He also worked as a Senior Annuity Product Specialist from 2018 to 2019, and as an Annuity Product Specialist from 2017 to 2018. Earlier in 2017, he held the role of Customer Service Specialist II for 10 months, all based in Newport Beach, California.
Career Beginnings and Early Roles
Terrelle Marion began his career in customer service and management roles. He worked at Mutual of Omaha as a Policy Analyst from 2016 to 2017 in Omaha, Nebraska, and at TD Ameritrade as a Financial Services Representative from 2015 to 2016. His early management experience includes positions at Walmart and Cricket Wireless, where he was an Assistant Store Manager and District Store Manager, respectively. He also spent five years at Best Buy in customer service roles.
Educational Background
Marion pursued his higher education at the University of Nebraska-Lincoln, earning a degree in Fine Art and Graphic Design from 2009 to 2012. Prior to that, he attended Peru State College for one year from 2008 to 2009, where he studied Business Administration and Management, General. His educational background combines creative and business disciplines.
Expertise and Skills
Terrelle Marion has developed significant expertise in coaching and developing sales associates, enhancing their performance. He possesses strong skills in resolving customer issues by leveraging deep knowledge of company products and services. His track record includes leading stores to provide positive customer experiences and building a loyal customer base. These capabilities underline his proficiency in both customer service and management.