Tony Theriot
About Tony Theriot
Tony Theriot is a Private Client Services Specialist at TD Ameritrade in Southlake, Texas, with a background in finance and client relationship management.
Title
Tony Theriot holds the title of Private Client Services Specialist at TD Ameritrade. His role involves working closely with private clients to manage their investment portfolios, provide tailored financial advice, and help achieve their financial goals.
Company
Tony Theriot is currently employed at TD Ameritrade in Southlake, Texas as a Private Client Services Specialist since 2021. Previously, he served as a Financial Services Representative at TD Ameritrade from 2020 to 2021, during which he showcased his capability in financial advising and customer management.
Background
Tony Theriot began his professional career with various roles that provided a solid foundation in customer service and business development. His experiences include working as a Business Development Intern at FieldAware in the Dallas/Fort Worth area in 2017, and as a Campus Tour Guide at Oklahoma State University from 2018 to 2019. Each role equipped him with essential skills that he continues to leverage in his current position.
Education and Expertise
Tony Theriot earned his Bachelor of Science (BS) degree from Oklahoma State University, where he majored in Finance and minored in Energy Finance. This academic background laid the groundwork for his expertise in financial planning and investment strategies. His education has been instrumental in his roles at TD Ameritrade.
Achievements
Tony Theriot experienced rapid career advancement, being promoted to Senior Account Manager within six months of acquiring his licenses. His performance consistently surpasses key metrics such as Net Advocate Score, Customer Satisfaction Index, and Average Handle Time, underscoring his proficiency in managing client relationships and delivering high-quality financial services.