Tong Bai
About Tong Bai
Tong Bai is a Spec II in the New Client Development Group at TD Ameritrade, with a background in financial services and a Bachelor's degree in Agricultural Economics from the University of Nebraska-Lincoln.
Current Role at TD Ameritrade
Tong Bai currently holds the position of Spec II in the New Client Development Group at TD Ameritrade since 2021. Based in Omaha, Nebraska, Bai's role involves engaging with new clients and developing strategies to enhance client acquisition and retention efforts within the company.
Previous Roles at TD Ameritrade
Tong Bai has held multiple positions at TD Ameritrade, exemplifying a broad range of financial services experience. Bai served as Spec I in the New Client Development Group for four months from 2020 to 2021 and as a Financial Services Representative in 2020 for four months. Prior to these roles, Bai started as a Financial Service Trainee, from 2019 to 2020, where they spent eight months gaining critical foundational experience in financial services.
Experience in the Retail and Service Industry
Before joining TD Ameritrade, Tong Bai worked in various roles in the retail and service industry. As an Assistant Manager at Mr.Hui’s from 2018 to 2019 in Lincoln, Nebraska, Bai developed crucial management skills. Additionally, Bai held an internship at Sam's Club for two months in 2018, and served as both a Student Manager and Dining Services Student Aide at CPN Dining Services between 2017 and 2018.
Educational Background and Certifications
Tong Bai earned a Bachelor's degree in Agricultural Economics from the University of Nebraska-Lincoln, studying from 2014 to 2018. This academic background provided a solid foundation in economic theory and practice. Bai furthered their expertise by passing the CFA Level 1 exam, reflecting their strong foundation in investment management and financial analysis.