Tonya Andrews is a high-skilled professional, who works in Td Ameritrade main office of which is in 17. as a Client Service Specialist from 2018. This person has earned professional experience in more than nine positions at different companies. Tonya Andrews went to the Allegheny College and got education from 1997 to 2000. Tonya has professional qualifications: Paralegal, Notary, and Series 7. Columbia, Missouri is the area, where this professional was lastly known to live. Their email address and number can be easily accessed through this website on demand.
Name variants:
Antonia Andrews
Last updated Jun 22, 2024
Contact Information
Last Update
Jul 12, 2022
Email
to**@jpowellassoc.com, an**@hotmail.com
Location
Columbia, MO
Company
Workplace
Client Service Specialist
Omaha, NE
Industry
Financial Services, Finance and Insurance, Security, Commodity Contracts and Similar Activity, Security and Commodity Contracts Intermed and Brokerage, 526, Financial Service
Colleagues
Work History
Portfolio Administrator
3401 north Front St SUITE 303, Harrisburg, PA 17110
Client service contact for four advisors with approximately 800 households and $785M AUM Primary assistant for majority-owning partner Produced and tracked bond trading and proxy voting docu...
Sep 2017 — Jan 2018
Paraplanner
Generated $4.2M by rebalancing client portfolios into more appropriate holdings in line with clients' investment goals Reviewed and presented recommendations to enhance clients' net worth, a...
Jan 2014 — Aug 2017
Financial Services Representative
51 Madison Ave, New York, NY 10010
Served as insurance representative, offering high-quality life insurance, fixed annuities, long-term care insurance, stock and other products for insurance and retirement planning needs Deve...
Sep 2010 — Jan 2012
Registered Sales Assistant
5555 west Grande Market Dr, Appleton, WI 54913
from Jun 1, 2008
Portfolio Manager and Registered Representative
Co-managed $22M in retail accounts of principal's $75M AUM and increased fee-based business by $1.5M over 9 months Developed model portfolios of stocks, bonds, mutual funds and ETFs via macr...
Jun 2008 — Jun 2010
Office Manager and Research Associate
Served as key client contact for full service brokerage firm comprised of 7 brokers, 2 sales assistants and approximately $107M in AUM Supervised and trained new hires in out-of-state branch...
Feb 2005 — Jun 2008
Operations Director
Ran a joint venture in title and mortgage processing between Chelsea Settlement Services and Oxford Mortgage Banking Completed all preliminary business with assistance from in-house counsel ...
Aug 2003 — Jan 2005
Research Specialist and Sleep Lab Technician
600 Grant St, Pittsburgh, PA 15219
Supervised four employees and completed over 650 phone interviews Directed date management and recruitment of participants Developed marketing and negotiated contracts with media Presented m...
Jun 2001 — Aug 2003
Education
1997 — 2000
Occupations
Sales Specialist
Sales Person
Accountant
Finance and Accounting Specialist
Sales Representative
Accounting Bookkeeper
Bookkeeper
Skills
Investments
Team Building
Portfolio Management
Public Speaking
Finance
Financial Analysis
Bloomberg
Strategic Planning
Leadership
Morningstar
Real Estate Financing
Business Development
Training
FAQs about Tonya Andrews
What's the main profession of Tonya Andrews?
This professional's job is Client Service Specialist
What are the main profession of This expert?
These person's professions are Sales Specialist and Sales Person
Where is Tonya Andrews currently located?
Tonya Andrews is currently located in Columbia, Missouri.
What is Tonya Andrews's email?
The expert's email is to**@jpowellassoc.com and an**@hotmail.com.
Where did Tonya Andrews work?
The professional worked at Td Ameritrade, River Wealth Advisors Llc.
Where has Tonya Andrews studied?
Tonya studied at the Allegheny College from 1997 to 2000.
Are there any certifications Tonya Andrews has?
The expert received the following certifications: Paralegal, Notary, Series 7, and Series 66.
What is the industry that Tonya Andrews is connected to?
This professional works in Financial Services industry.