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Monday, March 22, 2010

2:30 PM - 3:15 PM
Track: DISTRIBUTION TRACK View Track

SUCCESS IN MASS AFFLUENT WEALTH: WINNING WITH A MULTI-CHANNEL MODEL

Peter Sidebottom, Executive Vice President, Products and Marketing, TD AMERITRADE

TD AMERITRADE transformed itself from an on-line discount trader to a multi-channel premier asset gatherer and the leading firm for equities investing. With commitment to a client-first approach, TD Ameritrade has built a business that leverages the ease and power of on-line capabilities with the value of face-to-face interaction. The company's people have fostered a culture which produces remarkably strong client satisfaction scores and industry-leading asset gathering and trading.  As a result, TD Ameritrade is positioned to be the leading investment firm for today's investor.

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