Jeff Youngs Email & Phone Number

Fort Worth, Texas, Us

Lead the strategic direction of the company’s service and operational efforts to create a consistent experience that drives satisfaction, enrichment and loyalty for First Command.

Fort Worth, Texas, Us

Fort Worth, Texas, Us

Fort Worth, Texas, Us

Oversee daily operations including advisory services, direct mutual fund business, annuity processing, cashiering, Pershing clearing relationship, trading.

Fort Worth, Texas, Us

• Transformed the Customer Service Center from a reactive cost center to a dynamic, revenue generating group while also having one of the highest engagement scores in the company• Develop and enhance call center training programs, including the creation of a career path• Revised the structure of the Customer Service Center to offer segmented support• Created and implemented a client/advisor satisfaction survey• Implemented a departmental licensing strategy• Developed and introduced a departmental coaching strategy• Launched a comprehensive cross-sell program focused on driving client satisfaction through offering investment/insurance solutions uncovered through collaborative conversations

Washington, District Of Columbia, Us

Offer skilled, conscientious and impartial binding judgment to parties seeking resolution to matters of dispute involving the securities industry. Areas of Arbitration include, but are not limited to claims of:• Lack of supervision • Unsuitable recommendations• Misrepresentation • Excessive Trading/Improper Margin Sell-Outs

Omaha, Ne, Us

Led and set strategic direction on training initiatives for TD Ameritrade’s largest division, Retail Distribution, (approx. 2,500 associates). Partnered with key leaders within and outside the retail organization to ensure business needs were met and appropriate collaboration occurred.

Omaha, Ne, Us

As a Senior Manager, led various groups including: Learning & Development, Private Client Services, Trading, and Client Services with an increasing scope of responsibility and impact. • Created a career path program (impacting approximately 2,500 associates and Managers) for Retail Distribution, resulting in a more engaged work force• Supervise the training and professional development of all team members – typically 5 Managers and 75 associates• Conduct customer inquiry resolution for trade or account management disputes• Direct involvement with merger & acquisition integration teams for Datek ($1.3bb acquisition), Waterhouse ($2.9bb acquisition) and Brokerage America • Represent firm at industry trade shows and high net worth client events• Provide operational support and guidance to Amerivest (2005-2006) – TD Ameritrade introductory tool/service for asset allocation via Exchange Traded Funds

Omaha, Ne, Us

Identified and nominated to be an inaugural member of TD Ameritrade’s Guiding Coalition. The Guiding Coalition was developed to be a premier leadership development program to develop future leaders while serving as change makers. Primary responsibility was to support each Divisional Vice President and Director in Retail Distribution by leading change through communication, training, peer coaching and relationship building.

Omaha, Ne, Us

As a Team Manager, primary responsibility was for the direct supervision, support and professional development of a team of client service representatives. Relocated in April of 1999 from Omaha, NE as the only tenured CS Team Manager, to help establish Call Center Operations in DFW.