Director Of New Business
Current
Oct 2022 - Present
AeroLeads people directory · profile
Jake Tyndall, Ms Email & Phone Number
On-Boarding, Vendor/Partner Relationships, Product Due Diligence, Investment Management and Technological Project Management
at
CreativeOne Securities
2 work emails found
@client1securities.com
2 phones found area 816
LinkedIn matched
✓ Verified August 2026
4 data sources
Profile completeness 100%
Current company
Role
On-Boarding, Vendor/Partner Relationships, Product Due Diligence, Investment Management and Technological Project Management
Location
Kansas City, Missouri, United States
Who is Jake Tyndall, Ms? Overview
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Quick answer
Jake Tyndall, Ms is listed as On-Boarding, Vendor/Partner Relationships, Product Due Diligence, Investment Management and Technological Project Management at CreativeOne Securities, based in Kansas City, Missouri, United States. AeroLeads shows a work email signal at client1securities.com, phone signal with area code 816, and a matched LinkedIn profile for Jake Tyndall, Ms.
Jake Tyndall, Ms previously worked as Director of New Business at Creativeone Securities and New Business Recruiter and Onboarding Manager at Client One Securities, Llc. Jake Tyndall, Ms holds Masters Of Science, Finance 2010 from Webster University.
Company email context
Email format at CreativeOne Securities
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*@client1securities.com
71% confidence
AeroLeads found 2 current-domain work email signals for Jake Tyndall, Ms. Compare company email patterns before reaching out.
Profile bio
About Jake Tyndall, Ms
Over my almost 20 years in finance, I have honed my ability to see the opportunity in the rapidly changing world of Broker Dealer and Registered Investment Advisor operations. I am passionate about the process of creating solutions whether through technology, in collaboration with my team or through individual learning process. Being flexible and driven by constant improvement makes me and those around me more effective.I believe that there is always something to learn, something to solve, something to improve. I enjoy working though the process and creating solutions through collaboration, discovery and strategy. Whether I’m performing due diligence evaluations on new investment products, project management on new technologies, streamlining our onboarding process for new advisors, or working with our sales/marketing teams on how to promote our process to prospective advisors I seek to optimize method, improve communication and implement constructive pathways forward. Being challenged on so many fronts is itself a reward allowing me to become a resource to our clients, my teammates and my leadership. I have a Masters of Science in Finance from Webster University. I have a Bachelor’s Degree in Speech Communication from Texas A&M University Specialties: successful onboarding practices, due diligence management and analysis, applications administration, project management, partner/vendor negotiations, operational compliance, OSJ supervision, organizational leadership, training, security trading, financial planning, advisor/investor relations, leadership, mentoring,, research.
Listed skills include Investments, Mutual Funds, Portfolio Management, Wealth Management, and 34 others.
Current workplace
Jake Tyndall, Ms's current company
Company context helps verify the profile and gives searchers a useful next step.
8 roles · 22 years
Jake Tyndall, Ms work experience
A career timeline built from the work history available for this profile.
New Business Recruiter And Onboarding Manager
Onboarding/Transition Coordinator to Client One Securities Vendor/Partner Relationships and Agreement Due DiligenceRR/IAR RegistrationBroker Dealer/ RIA Applications ManagementOperations Principal
Feb 2017 - Oct 2022
Trade Review Principal
Vsr Financial Services
Review and approve brokerage trading, RIA portfolios, alternative investments and variable insurance products for firmTeam lead/trainer for Operational and OSJ principals. Advisor trainer on firms disclosure and OSJ standardsRegional Supervisor
Apr 2014 - Nov 2016
Trader/ Principal
Vsr Financial Services
Trade equities, fixed income assets, derivatives, and mutual funds for commissioned and managed account advisors. Brokerage OSJ providing supervision on Investment suitability, investment objective and commissionable compensation for managed and standard commissionable accounts. Supervised the setup of managed programs for MAP accounts and the relationship between advisor and managers. Principle for trading,group, advisory group, cashiering and new accounts.Provide analytic data for CIO on VSR proprietary ETF portfolios.
Jul 2011 - Apr 2014
Senior Client Account Specialist
Waddell And Reed Inc
Identifying of special or orphaned accounts, work with compliance on guidelines,and processes for reassignmentConduct presentations and drip marketing to Choice Advisors for improving their brokerage business. Review and suggest portfolio strategies for advisors presentations using brokerage traded securities. Stay current on financial planning , investment, and risk management developments through industry publications, websites, and conferences to assist Choice advisors with research, compliance and operations
Jan 2011 - Jun 2011
Senior Brokerage Specialist/Client Specialist
American Century Investments, Inc
Brokerage project leader, brokerage equity trader and bond desk trader. Team leader and subject matter expert for all 26 brokerage specialist and 16 investment consultants at American Century Inv. Wealth management, advice and security expertise specializing in weighted income portfolios
Jan 2004 - Dec 2010
Treasurer/Financial Officer
Managed Endowment Fund, Budget and Event Projections, Vendor management, and Foundation Financial Reporting. Executive Committee
2005 - 2008
~3 yrs
Financial Services Associate
Prudential Financial Inc
Provided financial consulting
Apr 2003 - Dec 2003
2 education records
Jake Tyndall, Ms education
Masters Of Science, Finance 2010
Webster University
Bachelor Of Arts, Speech Communications 2002; Organizational Communications
Texas A&M University - College
FAQ
Frequently asked questions about Jake Tyndall, Ms
Quick answers generated from the profile data available on this page.
What company does Jake Tyndall, Ms work for?
Jake Tyndall, Ms works for CreativeOne Securities.
What is Jake Tyndall, Ms's role at CreativeOne Securities?
Jake Tyndall, Ms is listed as On-Boarding, Vendor/Partner Relationships, Product Due Diligence, Investment Management and Technological Project Management at CreativeOne Securities.
What is Jake Tyndall, Ms's email address?
AeroLeads has found 2 work email signals at @client1securities.com for Jake Tyndall, Ms at CreativeOne Securities.
What is Jake Tyndall, Ms's phone number?
AeroLeads has found 2 phone signal(s) with area code 816 for Jake Tyndall, Ms at CreativeOne Securities.
Where is Jake Tyndall, Ms based?
Jake Tyndall, Ms is based in Kansas City, Missouri, United States while working with CreativeOne Securities.
What companies has Jake Tyndall, Ms worked for?
Jake Tyndall, Ms has worked for Creativeone Securities, Client One Securities, Llc, Vsr Financial Services, Waddell And Reed Inc, and American Century Investments, Inc.
How can I contact Jake Tyndall, Ms?
You can use AeroLeads to view verified contact signals for Jake Tyndall, Ms at CreativeOne Securities, including work email, phone, and LinkedIn data when available.
What schools did Jake Tyndall, Ms attend?
Jake Tyndall, Ms holds Masters Of Science, Finance 2010 from Webster University.
What skills is Jake Tyndall, Ms known for?
Jake Tyndall, Ms is listed with skills including Investments, Mutual Funds, Portfolio Management, Wealth Management, Securities, Financial Services, Equities, and Financial Analysis.
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