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@tdameritrade.com
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Iris Chan is listed as Stockbroker at TD Ameritrade at TD Ameritrade, a with 10730 employees, based in Fort Worth, Texas, United States. AeroLeads shows a work email signal at tdameritrade.com and a matched LinkedIn profile for Iris Chan.
Iris Chan previously worked as Stockbroker at Td Ameritrade and Sale Analyst at Dickies®, A Williamson-Dickie Mfg. Co. Brand. Iris Chan holds Master Of Business Administration (M.B.A.), Finance from The University Of Texas At Arlington.
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AeroLeads found 1 current-domain work email signal for Iris Chan. Compare company email patterns before reaching out.
A Stockbroker, A marketing analyst and a real estate specialist with a M.B.A in Finance and prior work experience in the loan application, documentation, and approval process. A real self-starter, very organized, works well under pressure and accustomed to multi-tasking. Over seven years of experience in KYC compliance and Word, Excel & Outlook. A keen eye for seizing growth opportunities, evaluating profitability, determining where my employer’s competitive advantage lies. A strong team player.
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A career timeline built from the work history available for this profile.
Dallas/Fort Worth Area
• Provide excellent customer service in a professional manner for all aspects of account activity. • Recruiting and follow up with prospective clients. • Trade executions in a time sensitive matter while in compliance with the KYC. • Recommendation based on client investment goals, financial circumstances and risk tolerance. • Intimately familiar with fiduciary duty obligations and pertinent ethical standards.
Dallas/Fort Worth Area
• Working closely with account manager on account operation and analysis. • Producing variety of analysis for account base on the sales data. • Forecasting Production Planning. • POS reporting, Trend Analysis, Exit Strategy Planning, Fill Rate Reporting. • Host weekly conference calls and meetings.
Lewisville Texas
• Evaluations loan applications and documentation by confirming credit report • Improve loan applications and documentation by informing applicant of additional requirements • Reject loans by explaining deficiencies to applicants • Approve loans by issuing checks or forwarding applications to loan committee. • Complete loan contracts by obtaining signatures; Collect fees; maintains customer confidences.
High Point Nc
• Translator for sales team at various events including trade shows. • Dispatched to meet with customers as collections issues arise. • Recognized for consistently meeting project deadlines.
Other employees you can reach at tdameritrade.com. View company contacts for 10730 employees →
Ирочка Ивлева
Colleague at Td AmeritradeUnited States
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Zack Johnson
Colleague at Td AmeritradeSpringfield, Missouri, United States
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Tim Hamilton
Colleague at Td AmeritradeCedar Hill, Texas, United States
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Matthew Laney
Colleague at Td AmeritradeDallas-Fort Worth Metroplex, United States
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Payton Demechko
Colleague at Td AmeritradeGrapevine, Texas, United States
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Donna Shewbert
Colleague at Td AmeritradeOmaha, Nebraska, United States
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Nikki Smith
Colleague at Td AmeritradePlattsmouth, Nebraska, United States
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Diana Tunon
Colleague at Td AmeritradeSt Louis, Missouri, United States
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Диана Ибрагимова
Colleague at Td AmeritradeUnited States
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D'Nae Hilder
Colleague at Td AmeritradeOmaha Metropolitan Area, United States
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Quick answers generated from the profile data available on this page.
Iris Chan works for TD Ameritrade.
Iris Chan is listed as Stockbroker at TD Ameritrade at TD Ameritrade.
AeroLeads has found 1 work email signal at @tdameritrade.com for Iris Chan at TD Ameritrade.
Iris Chan is based in Fort Worth, Texas, United States while working with TD Ameritrade.
Iris Chan has worked for Td Ameritrade, Dickies®, A Williamson-Dickie Mfg. Co. Brand, Nationstar Mortgage, and Wa Fok Art Craft Furniture.
Iris Chan's colleagues at TD Ameritrade include Ирочка Ивлева, Zack Johnson, Tim Hamilton, Matthew Laney, and Payton Demechko.
You can use AeroLeads to view verified contact signals for Iris Chan at TD Ameritrade, including work email, phone, and LinkedIn data when available.
Iris Chan holds Master Of Business Administration (M.B.A.), Finance from The University Of Texas At Arlington.
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