Position:
EVP/Chief Risk Officer and Treasurer at TD Ameritrade
Location:
Greater New York City Area
Work:
TD Ameritrade
- Jersey City, NJ since Oct 2009
-
EVP/Chief Risk Officer and Treasurer
Wachovia Securities
Feb 2005 - Feb 2010
-
SVP/Chief Risk Officer
LPL Financial Services
Aug 2003 - Feb 2005
-
Executive Director and Chief Financial Officer
Fidelity Investments
1995 - 2003
-
EVP/COO and SVP/CFO
Cowen & Company
1993 - 1995
-
Chief Operating Officer, Private Client Group
Education:
New York University - Leonard N. Stern School of Business 1990 - 1991
MBA, Management
Skills:
Business management, Leadership and communication, Financial management, Financial planning and analysis, Strategic and business planning, Business development, Organizational evolution and transformation, Treasury management, Operational management and process improvement, Associate development and motivation, Operational, credit and market risk management, Full P&L and balance sheet responsibility, Liquidity, funding and treasury strategies and implementation, Board of Directors engagement, Rating agency and investor presentations, Risk Management, Business Development, Managerial Finance, Strategic Planning, Management, Business Planning, Process Improvement, Leadership, Credit, Treasury Management