Vice President, Technology Consulting, TD Ameritrade Institutional
Long time industry veteran Tom Roberts joined the Institutional Sales team at TD Ameritrade as Vice President of Technology Consulting in 2018. Drawing on 15 years of fintech experience, Roberts works with large RIA firms and breakaway advisors moving to TD Ameritrade in a consulting capacity focused on helping them implement Veo One and other technology solutions for their firm.
Ed Talk 4: Leveraging Underutilized Technology
Do you feel like you have a great technology stack, but are looking to make some additional improvements? In this session, we'll walk through some of the underutilized technology systems that can have a big impact on firms' efficiency.