Relationship Manager
Current
Jun 2017 - Present
AeroLeads people directory · profile
Tom Messmer Email & Phone Number
Relationship Manager
at
TD Ameritrade Institutional
1 work email found
@tdameritrade.com
LinkedIn matched
✓ Verified July 2026
4 data sources
Profile completeness 100%
Current company
Role
Relationship Manager
Location
San Diego County, California, United States
Company size
Who is Tom Messmer? Overview
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Quick answer
Tom Messmer is listed as Relationship Manager at TD Ameritrade Institutional, a with 759 employees, based in San Diego County, California, United States. AeroLeads shows a work email signal at tdameritrade.com and a matched LinkedIn profile for Tom Messmer.
Tom Messmer previously worked as Managed Account Analyst at Brandes Investment Partners and Trader at Brandes Investment Partners. Tom Messmer holds Bachelor Of Science (Bs), Finance, Minor - Economics from California State University - Chico.
Company email context
Email format at TD Ameritrade Institutional
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{first}.{last}@tdameritrade.com
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AeroLeads found 1 current-domain work email signal for Tom Messmer. Compare company email patterns before reaching out.
Profile bio
About Tom Messmer
I am a reliable and accurate financial professional offering 15+ years’ experience trading large volume orders in a fast-paced market. I possess strong analytic skills specializing in the implementation of investment strategies across the Separately Managed Account, Model, Private Client, and Mutual Fund portfolios using multiple trading platforms. I have effectively achieved business goals with minimal supervision and able to excel and produced superior results under high volume expectations.Experienced with the following trading platforms:* Fiserv APL* Bloomberg* Mvest* Mpower* Charles River* Vestmark* UMA Model platrform* Reuters
Listed skills include Wealth Management, Investment Advisory, Trading, Securities, and 46 others.
Current workplace
Tom Messmer's current company
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Td Ameritrade Institutional
4 roles · 33 years
Tom Messmer work experience
A career timeline built from the work history available for this profile.
Managed Account Analyst
• Delivered top transactions volume for a department of 25+ people with consistently low error rate• Reduced firms risk exposure by evaluating the departments guidelines, saving over $2 million dollars annually• Accuracy of 50,000+ accounts worth over $15B in assets• Generated large firm wide orders for trading set by the investment committee for Separately Managed Accounts using computerized portfolio management systems• Perform financial analysis for equity and fixed income accounts, ensuring all positions are appropriately allocated and the portfolio managers directives are achieved• Ensured deposits and withdrawals were allocated per the models accurately • Analyzed tax implications and realized losses/gains for clients’ accounts• Established and monitored department policies and procedures• Internal/external client relation calls on performance, cost-basis, corporate reorg, tax and trading questions Skilled in working with Portfolio Managers, Product Coordinators, Financial Advisors, institutional trading desks, reorg, compliance, marketing and operations
2009 - Jan 2017
Trader
• Control flow of large trades with numerous trading desks• Main fixed income trader and established procedures for trading Fixed Income • Work closely with Portfolio Analytics on firmwide trades and maintained relationships with sell side traders • Very low error rate in fast-paced, time sensitive environment • Handle trading for new and liquidating accounts • Organize give-up trades when appropriate
1997 - 2009
~12 yrs
Commodity Desk Manager
Jack White And Company
* Managed four traders and over ten million dollars in assets for commodity department* Fixed income trading of corporate, municipal, government and agency bonds* Developed and maintained relationships with fixed income community* Took direct commodity futures orders and placed directly with various exchange trading pits* Supervised training of new brokers for trading desk* Approved large and complex orders for trading desk consisting of 30+ traders* Extensive experience trading international and US equities, options, fixed income and mutual funds.
1994 - 1997
~3 yrs
Team & coworkers
Colleagues at TD Ameritrade Institutional
Other employees you can reach at tdainstitutional.com. View company contacts for 759 employees →
DP
Dustin Padgett
Colleague at Td Ameritrade InstitutionalWatertown, South Dakota, United States
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TO
Tyler Owens
Colleague at Td Ameritrade InstitutionalUnited States
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TP
Teofila Parker
Colleague at Td Ameritrade InstitutionalSan Diego County, California, United States
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TS
Tom Sagert
Colleague at Td Ameritrade InstitutionalNorth Richland Hills, Texas, United States
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TG
Tanya Givens
Colleague at Td Ameritrade InstitutionalHaslet, Texas, United States
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DS
Darrell Stoker
Colleague at Td Ameritrade InstitutionalDraper, Utah, United States
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EL
Elizabeth Leon
Colleague at Td Ameritrade InstitutionalFort Worth, Texas, United States
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MJ
Mylan Johnson
Colleague at Td Ameritrade InstitutionalSan Diego, California, United States
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KB
Kilani Bilel
Colleague at Td Ameritrade InstitutionalTunis, Tunisia
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EW
Eve Wood
Colleague at Td Ameritrade InstitutionalOmaha Metropolitan Area, United States
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Dustin Padgett
Colleague at Td Ameritrade InstitutionalWatertown, South Dakota, United States
View →
TO
Tyler Owens
Colleague at Td Ameritrade InstitutionalUnited States
View →
TP
Teofila Parker
Colleague at Td Ameritrade InstitutionalSan Diego County, California, United States
View →
TS
Tom Sagert
Colleague at Td Ameritrade InstitutionalNorth Richland Hills, Texas, United States
View →
TG
Tanya Givens
Colleague at Td Ameritrade InstitutionalHaslet, Texas, United States
View →
DS
Darrell Stoker
Colleague at Td Ameritrade InstitutionalDraper, Utah, United States
View →
EL
Elizabeth Leon
Colleague at Td Ameritrade InstitutionalFort Worth, Texas, United States
View →
MJ
Mylan Johnson
Colleague at Td Ameritrade InstitutionalSan Diego, California, United States
View →
KB
Kilani Bilel
Colleague at Td Ameritrade InstitutionalTunis, Tunisia
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EW
Eve Wood
Colleague at Td Ameritrade InstitutionalOmaha Metropolitan Area, United States
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2 education records
Tom Messmer education
Bachelor Of Science (Bs), Finance, Minor - Economics
California State University - Chico
Education record
University Of San Diego High School
FAQ
Frequently asked questions about Tom Messmer
Quick answers generated from the profile data available on this page.
What company does Tom Messmer work for?
Tom Messmer works for TD Ameritrade Institutional.
What is Tom Messmer's role at TD Ameritrade Institutional?
Tom Messmer is listed as Relationship Manager at TD Ameritrade Institutional.
What is Tom Messmer's email address?
AeroLeads has found 1 work email signal at @tdameritrade.com for Tom Messmer at TD Ameritrade Institutional.
Where is Tom Messmer based?
Tom Messmer is based in San Diego County, California, United States while working with TD Ameritrade Institutional.
What companies has Tom Messmer worked for?
Tom Messmer has worked for Td Ameritrade Institutional, Brandes Investment Partners, and Jack White And Company.
Who are Tom Messmer's colleagues at TD Ameritrade Institutional?
Tom Messmer's colleagues at TD Ameritrade Institutional include Dustin Padgett, Tyler Owens, Teofila Parker, Tom Sagert, and Tanya Givens.
How can I contact Tom Messmer?
You can use AeroLeads to view verified contact signals for Tom Messmer at TD Ameritrade Institutional, including work email, phone, and LinkedIn data when available.
What schools did Tom Messmer attend?
Tom Messmer holds Bachelor Of Science (Bs), Finance, Minor - Economics from California State University - Chico.
What skills is Tom Messmer known for?
Tom Messmer is listed with skills including Wealth Management, Investment Advisory, Trading, Securities, Asset Managment, Bloomberg, Sharepoint, and Equity Research.
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