Felicia M. Email & Phone Number
Risk Management Senior Specialist @ TD Ameritrade Institutional
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Felicia M. Location
- Texas, United States
Felicia M. Work
- Risk Management Senior Specialist @ (September 2012 - Present)
- Business Transition Specialist @ (August 2011 - September 2012)
- Financial Principal @ (October 2007 - August 2011)
- Institutional Relationship Manager @ (December 2006 - October 2007)
- Fixed Income Specialist @ (April 2005 - March 2006)
- Financial Services Representative @ (June 2000 - April 2005)
Felicia M. Education
- Texas A&M University School of Law 2024-2025
- The University of Texas at Arlington 2001-2003
Felicia M. Skills
- Financial Advisory
- Fraud Detection
- Work Effectively
- Garnishments
- Power of Attorney
- Banking
- Levies
- Registered Investment Advisor
- Client Relations
- Independent Thinking
- Salesforce.com
- Fixed Income
- Institutional Relations
- Foreign Policy
- Multi Tasking
- Financial Planning
- Manage Client Relationships
- Event Planning
- Portfolio Management
- Hold Series 7
- Investments
- Corporate Communications
- Finance
- Financial Services
- Equities
- Wealth Management
- Mutual Funds
- Microsoft Office
- FINRA
- Background Checks
- Securities Market
- Risk Management
- Trusts
- Critical Thinking
- Customer Service
- Limited Companies
- Onboarding
- Regulatory Compliance
- Legal Documents
- Operational Risk Management
- Series 24
- Portfolio Margin
- Teamwork
- Project Management
- Corporate Events
- Retail Banking
- People Skills
- Mergers and Acquisitions
- Analysis
- Series 7
- Securities
- Document Review
- Financial Markets
Felicia M. Summary
- Felicia M., based in Texas, United States, is currently a Risk Management Senior Specialist at Td Ameritrade Institutional. Felicia M. brings experience from previous roles at Td Ameritrade Institutional and Fidelity Investments. Felicia M. holds a 2024 - 2025 Texas A&M University School of Law. With a robust skill set that includes Financial Advisory, Fraud Detection, Work Effectively, Garnishments, Power of Attorney and more. Felicia M. has 1 emails and 1 mobile phone numbers on RocketReach.
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