Jersey City, N.J., July 31, 2012 – Kate Healy has been named the new managing director of marketing for TD Ameritrade Institutional.1 <http://www.tdainstitutional.com/> In this role, she is responsible for the development of marketing strategies and the execution of programs to help increase awareness and deepen relationships with more than 4,000 independent registered investment advisors (RIAs) who custody with TD Ameritrade Institutional. Healy will oversee the growth of the TD Ameritrade Institutional brand, including the division’s website, social media and advertising efforts. Healy will continue to lead the TD Ameritrade Institutional’s Women’s Leadership Initiative, which supports the professional development of women advisors and assists RIAs market to women investors.
Healy joined TD Ameritrade in 2008, most recently serving as a director of marketing responsible for promoting the firm’s technology and investment products offerings, as well as supporting the firm’s advocacy and client loyalty efforts. Prior to joining the firm, Kate served as vice president of IRA product strategy at Merrill Lynch. She has spent over 20 years in a variety of roles supporting the program development and marketing of financial and estate planning services in the financial planning industry. She replaces Paul Zettl, who previously held the position and was recently named managing director of retail and social media marketing for TD Ameritrade, Inc.
“Kate has demonstrated great leadership and passion for the RIA industry and is committed to helping advisors market their fiduciary advantage to investors,” said Tom Nally, president, TD Ameritrade Institutional. “Kate is a true leader in her field. Her strong relationships in the industry will continue to provide our firm with a deep understanding of what advisors need to help drive asset growth and run better businesses. We are thrilled to have her in this key role at the firm.”
Healy holds a Bachelor of Arts in Economics from Rutgers College and has completed the Securities Industry Institute program, sponsored by the Securities Industry and Financial Markets Association (SIFMA) at the Wharton School of Business.
About TD Ameritrade Institutional
TD Ameritrade Institutional1 is a leading provider of comprehensive brokerage and custody services to over 4,000 fee-based, independent registered investment advisors and their clients. Our advanced technology platform, coupled with personal support from our dedicated service teams, allows investment advisors to run their practices more efficiently and effectively while optimizing time with clients.
About TD Ameritrade Holding Corporation
Millions of investors and independent registered investment advisors (RIAs) have turned to TD Ameritrade’s (NYSE: AMTD) technology, people and education to help make investing and trading easier to understand and do. Online or over the phone. In a branch or with an independent RIA. First-timer or sophisticated trader. Our clients want to take control, and we help them decide how - bringing Wall Street to Main Street for more than 36 years. An official sponsor of the 2012 U.S. Olympic Team, TD Ameritrade has time and again been recognized as a leader in investment services. Please visit the TD Ameritrade’s newsroom or www.amtd.com for more information.
Brokerage services provided by TD Ameritrade, Inc., member FINRA (www.FINRA.org) /SIPC (www.SIPC.org) /NFA (www.nfa.futures.org)
1TD Ameritrade Institutional is a division of TD Ameritrade, Inc., a brokerage subsidiary of TD Ameritrade Holding Corporation.
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