Updated Tuesday, May 21, 2013 as of 7:03 AM ET
Practice - Practice Management
Former Wachovia Exec Joins TD Ameritrade as Practice Management Director
Financial Planning
Monday, April 23, 2012
Print
Email
Reprints

TD Ameritrade Institutional announced Monday it hired Christine Gaze as its new director of practice management.

Gaze will be in charge of developing and executing the strategic direction of all its advisor practice management and business consulting services.

Gaze, who has more than 15 years of experience in the financial services industry, will focus on building and maintaining TDAI’s array of practice management programs designed to help independent RIAs, according to the company.

Before joining TD Ameritrade, she worked at Wachovia Securities, where she consulted with advisors to help them improve productivity and bring in new business. Gaze had also been an executive director at Morgan Stanley Private Bank, where she led new business development initiatives that helped advisors focus on cultivating relationships with high-net-worth investors. 

“Christine … spent the last decade researching best practices of top advisory teams, sharing insights and coaching financial advisors to take their businesses to the next level,” says Zohar Swaine, managing director, product and strategy, TD Ameritrade Institutional. “The depth and breadth of her experience gives her a unique perspective on the daily challenges and opportunities facing TD Ameritrade Institutional’s advisor clients.”

Comment
Be the first to comment on this post using the section below.
Post a Comment
You must be registered to post a comment.
Not Registered?
You must be registered to post a comment. Click here to register.
Already registered? Log in here
Please note you must now log in with your email address and password.
Player Template for http://www.onwallstreet.com
Practice Management
Protect Investors from Their Worst Enemy: Themselves
Guides and Supplements
30-days-30-ways-2013

Current Issue

The May Issue is now online!


TWITTER
FACEBOOK
LINKEDIN
Quick Polls
Are You Considering Changing Firms This Year?
Yes, to Another Wirehouse or Regional Firm.

14%

Yes, Considering Independence.

14%

No.

71%

Industry Events

May 22, 2013 | Boston, MA

May 28, 2013 | San Francisco, CA

June 5, 2013 | Hollywood, FL

June 12, 2013 | Chicago, IL

June 20, 2013 |

Already a subscriber? Log in here