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    William Ferguson

    Euless, Texas

    Senior Manager; Institutional Advisor Relations

    TD Ameritrade Institutional

    General Manager with extensive experience in client service, employee leadership, local marketing, and sales development.

    Specialties

    Administrative & Office

    Environmental Health & Safety

    General Manager/Location Manager

    Operations Management

    Plant & Facilities Management

    Procurement

    Process Management

    Quality Management

    Supply Chain & Logistics

    Government & Military

    Where I've Worked

    Feb 2018 – Present

    Senior Manager; Institutional Advisor Relations

    TD Ameritrade Institutional

    Oct 2014 – Jan 2018

    Sales Manager; Business Development

    HD Vest Financial Services

    Jul 2011 – Sep 2014

    Senior Regional Investment Consultant

    Fidelity Investments

    Nov 2010 – Jul 2011

    Financial Advisor

    Valic Financial

    May 2008 – Nov 2010

    Vice President-Branch Manager, Orland Park, IL/Northwest

    Charles Schwab Corporation

    Oct 2006 – Apr 2008

    Branch Manager-Washington DC/Northern VA/MD

    E*Trade Financial LLC

    Feb 2001 – Oct 2006

    Vice President-Branch Manager, Pittsburgh/Western PA/Northern WV

    Fidelity Investments
    Where I've Studied

    2008

    Certificate, Accredited Asset Management Specialist

    College for Financial Planning

    2004

    MS, Organizational leadership

    Geneva College

    2002

    Certificate, Chartered Retirement Plans Specialist

    College for Financial Planning

    1988

    BS, Business Administration

    Clarion University of Pennsylvania

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