Peter James

President, Retail at TD Ameritrade Holding Corp.

Peter James

Peter James

President, Retail at TD Ameritrade Holding Corp.

Overview
Career Highlights

TD Ameritrade, Inc.
Scottrade, Inc.
UMB Financial Corp.

RelSci Relationships

6879

Number of Boards

25

Birthday

1962 - Dartmouth, MA

Age

58

Relationships
RelSci Relationships are individuals Peter James likely has professional access to. A relationship does not necessarily indicate a personal connection.

Chief Financial Officer & Senior Executive Vice President at Valley National Bancorp

Relationship likelihood: Strong

Vice Chairman at Rockhurst University

Relationship likelihood: Strong

Chairman of the Board, President, Chief Executive Officer at UMB Financial Corp.

Relationship likelihood: Strong

Managing Director, Finance at TD Ameritrade, Inc.

Relationship likelihood: Strong

Former Chairman, President & Chief Executive Officer at Burns & McDonnell, Inc.

Relationship likelihood: Strong

Vice President & Treasurer at TD Ameritrade Investment Management LLC

Relationship likelihood: Strong

President & Chief Executive Officer at Evergy, Inc.

Relationship likelihood: Strong

Senior Vice President, Advisor Services at The Charles Schwab Corp.

Relationship likelihood: Strong

President, TD Ameritrade Institutional at TD Ameritrade Holding Corp.

Relationship likelihood: Strong

Treasurer & Managing Director at Morgan Stanley Investment Management, Inc.

Relationship likelihood: Strong

Paths to Peter James
Potential Connections via
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You
Peter James
President, Retail at TD Ameritrade Holding Corp.
Family Members
Spouse

Starlight Theatre Association of Kansas City, Inc. produces, presents and promotes in musical theatre and the performing arts for diverse audiences of all ages, with continued programming for families and children. The firm specializes in Broadway shows, concerts, theatre education and munity outreach. The company was founded in 1951 and is headquartered in Kansas City, MO.

Education
Class of 1984

UMass Amherst, the flagship campus of the University of Massachusetts system, sits on nearly 1,450-acres in the scenic Pioneer Valley of Western Massachusetts, 90 miles from Boston and 175 miles from New York City. The campus provides a rich cultural environment in a rural setting close to major urban centers.

Bachelor of Science Degree in Management

The University of Massachusetts Dartmouth is one of five campuses and operating subdivisions of the University of Massachusetts. It is located in North Dartmouth, Massachusetts, United States, in the center of the South Coast region, between the cities of New Bedford to the east and Fall River to the west. It became a UMass campus in 1991 when Southeastern Massachusetts University was merged into the University of Massachusetts system

Career History
President & Chief Operating Officer
2004 - 2015

UMB Financial Corp. operates as a financial holding company, which engages in the provision of bank and asset services. It operates through the Commercial Banking, Institutional Banking, Personal Banking, and Healthcare Services. The Commercial Banking serves the commercial lending and leasing, capital markets, and treasury management needs of the company's mid-market businesses and governmental entities by offering various products and services. The Institutional Banking is a combination of banking services, fund services, and asset management services provided to institutional clients. The Personal Banking combines consumer services and asset management provided to personal clients. The Healthcare Services provides healthcare payment solutions including custodial services for health savings accounts and private label, multipurpose debit cards to insurance carriers, third-party administrators, software companies, employers, and financial institutions. The company was founded was founded in 1967 and is headquartered in Kansas City, MO.

Chairman & Chief Executive Officer
2004 - 2016

UMB Bank, NA engages in provision of banking and financial services. It offers private wealth management, commercial, personal and business banking services. Its services include credit cards, overdraft enrollment, mortgages, loan calculator, investment tools, podcasts, and health savings accounts. The company was founded on August 28, 1902 and is headquartered in Kansas City, MO.

Senior Vice President
Prior
Boards & Committees
Director
2017 - Current

TradeWise Advisors, Inc., a subsidiary of TD Ameritrade Holding Corp., is a company headquartered in Chicago, IL. The firm provides investment advice.

Director
Current

Fidelity Security Life Insurance Co. provides insurance brokerage services. It offers its products through a network of distributors, agents, brokers, reinsurers, providers, administrators, and other carriers. The company was founded in 1969 and is headquartered in Kansas City, MO.

Member, Senior Operating Committee
Current

TD Ameritrade Holding Corporation (NYSE: AMTD), through its brokerage subsidiaries, combines innovative trading technology, easy-to-use and understand trading tools, investment services, investor education and outstanding client service to create the ultimate financial services experience. Now home to the award-winning thinkorswim trading technology* and the Investools investor education program – TD Ameritrade provides millions of retail investors, traders and independent Registered Investment Advisors (RIAs) the tools, service and support they need to help build confidence in today's rapidly changing market environment

Chairman
Current

PARK UNIVERSITY PROVIDES LEADERSHIP IN QUALITY AND INNOVATIVE EDUCATION FOR A DIVERSITY OF LEARNERS WHO WILL BECOME LEADERS IN THE GLOBAL COMMUNITY

Trustee
Current

To promote expanded educational opportunities, pride in America, and belief in the free enterprise system, for the benefit of America's youth through named capital projects

Board Member
Current

The National WWI Museum and Memorial (NWWIMM) is America's leading institution dedicated to remembering, interpreting, and understanding the Great War and its enduring impact on the global community, by: establishing the Museum and Memorial as the foremost interpreter and resource for insight into the Great War and its enduring impact; providing first-class visitor and virtual experience, and delivering increasingly engaging and accessible activities and experiences to diverse audiences; developing and enriching philanthropic relationships and programs necessary to ensure long-term sustainability; establishing the Museum and Memorial as a 'must-see' destination, and source of civic pride; and engaging and inspiring key constituents to contribute to the excellence of the National WWI Museum and Memorial.

Non-Profit Donations & Grants

Learn how non-profit organizations benefit from RelSci
$10K - $25K
2018

The National WWI Museum and Memorial (NWWIMM) is America's leading institution dedicated to remembering, interpreting, and understanding the Great War and its enduring impact on the global community, by: establishing the Museum and Memorial as the foremost interpreter and resource for insight into the Great War and its enduring impact; providing first-class visitor and virtual experience, and delivering increasingly engaging and accessible activities and experiences to diverse audiences; developing and enriching philanthropic relationships and programs necessary to ensure long-term sustainability; establishing the Museum and Memorial as a 'must-see' destination, and source of civic pride; and engaging and inspiring key constituents to contribute to the excellence of the National WWI Museum and Memorial.

$5,000 - $10K
2017

The National WWI Museum and Memorial (NWWIMM) is America's leading institution dedicated to remembering, interpreting, and understanding the Great War and its enduring impact on the global community, by: establishing the Museum and Memorial as the foremost interpreter and resource for insight into the Great War and its enduring impact; providing first-class visitor and virtual experience, and delivering increasingly engaging and accessible activities and experiences to diverse audiences; developing and enriching philanthropic relationships and programs necessary to ensure long-term sustainability; establishing the Museum and Memorial as a 'must-see' destination, and source of civic pride; and engaging and inspiring key constituents to contribute to the excellence of the National WWI Museum and Memorial.

$1,000 - $4,999
2016

PARK UNIVERSITY PROVIDES LEADERSHIP IN QUALITY AND INNOVATIVE EDUCATION FOR A DIVERSITY OF LEARNERS WHO WILL BECOME LEADERS IN THE GLOBAL COMMUNITY

Political Donations
$1,000
2012

Former Representative from Kansas's 3rd Congressional District

$2,500
2012

Senator at Office of the Senator from Utah, Mitt Romney

$1,000
2009

The National Republican Congressional Committee (NRCC) is the Republican Hill committee which works to elect Republicans to the United States House of Representatives. The NRCC was formed in 1866, when the Republican caucuses of the House and Senate formed a "Congressional Committee". It supports the election of Republicans to the House through direct financial contributions to candidates and Republican Party organizations; technical and research assistance to Republican candidates and Party organizations; voter registration, education and turnout programs; and other Party-building activities.

Public Holdings
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