Andrew Schlegel
About Andrew Schlegel
Andrew Schlegel is a New Account Specialist at TD Ameritrade with a background in business administration and management, holding series 7 and 66 licenses.
Current Role at TD Ameritrade
Andrew Schlegel has been serving as a New Account Specialist at TD Ameritrade since July 2017. In this role, he works in the New Client department, leveraging his series 7 and 66 licenses. His responsibilities include handling new accounts and ensuring a smooth onboarding process for clients. Andrew is based in the Greater Omaha Area.
Previous Experience at Thiele Geotech, Inc.
Before joining TD Ameritrade, Andrew Schlegel worked as an Engineering Technician at Thiele Geotech, Inc. from 2014 to 2017. Over his three-year tenure, he gained valuable experience in the engineering sector within the Greater Omaha Area. His role likely involved technical support for engineering projects and quality assurance tasks.
Early Career at Four Lee Farms
Andrew Schlegel's early career includes a brief stint as a Farm Hand at Four Lee Farms in Missouri Valley, Iowa, in 2013. During his two months there, he would have engaged in various agricultural tasks, contributing to the daily operations and maintenance of the farm.
Educational Background
Andrew Schlegel has a diverse educational background in business and computer science. He earned a Bachelor of Business Administration (BBA) in Business Administration and Management from Bellevue University in 2018. Prior to that, he completed an Associate of Science (AS) in the same field from Metropolitan Community College between 2014 and 2016. Additionally, Andrew studied Computer Science at the University of Nebraska at Omaha from 2008 to 2011.
Licenses and Certifications
For his current role at TD Ameritrade, Andrew Schlegel holds series 7 and 66 licenses. These certifications are crucial for his responsibilities in the New Client department, enabling him to manage client accounts and offer financial advice in compliance with industry regulations.