Vanessa has studied and worked with advisory firms for 15 years, supporting them with creative practice management solutions at each stage of their development. Most recently she led the Business Performance Solutions team at TD Ameritrade Institutional including the development of thought leadership, programs, tools and educational resources designed to drive growth and efficiency for registered investment advisors.
Prior to joining TD Ameritrade in 2010, Vanessa held various positions at JP Morgan Chase, Citigroup and Pershing. Vanessa holds a B.A. from the University of Pennsylvania. She is currently Series 7, 66 and 24 licensed.