Tim Roe
About Tim Roe
Tim Roe is a Senior Relationship Specialist at TD Ameritrade with extensive experience in financial services and accounting.
Current Role at TD Ameritrade
Tim Roe currently serves as a Senior Relationship Specialist at TD Ameritrade, a position he has held since 2020. In this role, he is likely responsible for managing and nurturing client relationships, ensuring customer satisfaction, and possibly coordinating with other departments to address client needs.
Previous Roles at TD Ameritrade
Before his current position, Tim Roe has held multiple roles at TD Ameritrade. From 2019 to 2020, he worked as a Portfolio Specialist. Prior to that, he served as a New Account Specialist from 2017 to 2019 and as a Financial Services Representative in 2017 for a period of five months.
Work Experience in Revenue and Accounting
Tim Roe brings a strong background in revenue and accounting. He worked at Galderma as a Revenue Accountant - Gross to Net from 2015 to 2017 in the Dallas/Fort Worth area. Before that, he was an Accountant II at Nationstar Mortgage from 2014 to 2015, and a Contributor Financial Analysis at Sabre Airline Solutions from 2011 to 2014 in Southlake, Texas.
Audit Experience
Tim Roe has substantial experience in audit roles. He worked as an Experienced Auditor at HoganTaylor LLP from 2010 to 2011 and previously held the position of Staff Auditor at Ernst & Young from 2009 to 2010.
Educational Background
Tim Roe studied at Oklahoma State University, where he completed a Master of Science (M.S.) in Accounting from 2005 to 2009. This educational foundation has played a key role in shaping his career in financial services and accounting.