Matthew Kell

Matthew Kell Email and Phone Number

Entrepreneur @
Matthew Kell's Location
Dallas-Fort Worth Metroplex, United States
Matthew Kell's Contact Details

Matthew Kell personal email

n/a
About Matthew Kell

Matthew Kell is a Entrepreneur at Kellofaplan LLC.

Matthew Kell's Current Company Details
Kellofaplan LLC

Kellofaplan Llc

Entrepreneur
Matthew Kell Work Experience Details
  • Kellofaplan Llc
    Co-Owner
    Kellofaplan Llc Jul 2021 - Present
    CFO, CTO, Warehouse shipping & receiving manager.
  • Td Ameritrade
    Cash Management Associate
    Td Ameritrade Aug 2007 - Jul 2021
    Process client distribution requests from retirement accounts. Verify that distribution requests adhere to IRS regulations, state tax guidelines, and retirement account regulations. Manage workflow to meet service level requirements. Coordinate with regional service teams on advisor customer service accommodation requests and answer questions regarding TD Ameritrade policy and IRS and State retirement code guidelines. Provide on the job training for new employees and develop associate skills through coaching opportunities.Submitted procedural changes to management to improve productivity and processing timesAssistant Team Manager rotation during position availibility
    View
  • Td Ameritrade
    Client Service Registered Representative
    Td Ameritrade Aug 2007 - Jul 2021
    Educate client about securities exchanges and securities order types, including exchange regulations and retirement accounts. Support clients with account problems including changing account information. Assist clients with placing securities orders and navigation of web-site. Educate client on new and existing products and services offered by TD Ameritrade.
    View

Matthew Kell Education Details

Frequently Asked Questions about Matthew Kell

What company does Matthew Kell work for?

Matthew Kell works for Kellofaplan Llc

What is Matthew Kell's role at the current company?

Matthew Kell's current role is Entrepreneur.

What is Matthew Kell's email address?

Matthew Kell's email address is m-****@****bal.net

What schools did Matthew Kell attend?

Matthew Kell attended Devry University, Tarrant County College.

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