William T. Yates

Managing Director, Finance at TD Ameritrade, Inc.

William T. Yates

William T. Yates

Managing Director, Finance at TD Ameritrade, Inc.

Overview
RelSci Relationships

409

Number of Boards

4

Relationships
RelSci Relationships are individuals William T. Yates likely has professional access to. A relationship does not necessarily indicate a personal connection.

President, Retail at TD Ameritrade Holding Corp.

Relationship likelihood: Strong

Vice President & Treasurer at TD Ameritrade Investment Management LLC

Relationship likelihood: Strong

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

Relationship likelihood: Strong

Future Senior Vice President, Advisor Services at The Charles Schwab Corp. (Effective 01/2020)

Relationship likelihood: Strong

Interim President & Chief Executive Officer at TD Ameritrade Holding Corp.

Relationship likelihood: Strong

Founder, Chairman at WMS Partners LLC

Relationship likelihood: Strong

In-House Counsel at TD Ameritrade Holding Corp.

Relationship likelihood: Strong

Co-Founder at The Options Clearing Corp.

Relationship likelihood: Strong

Chief Executive Officer at The Options Clearing Corp.

Relationship likelihood: Strong

President, TD Ameritrade Institutional at TD Ameritrade Holding Corp.

Relationship likelihood: Strong

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William T. Yates
Managing Director, Finance at TD Ameritrade, Inc.
Career History
Managing Director, Finance
Current

Founded in 1975, TD Ameritrade, Inc. is an online investment brokerage headquartered in Omaha, Nebraska. The firm provides leveraging technology for financial and operational growth. Customers can manage their investment portfolios via the Internet as well as through personal digital assistants, wireless phone services and interactive voice recognition systems. TD Ameritrade is a subsidiary of is TD Ameritrade Holding Corp. (NASDAQ: AMTD).

Boards & Committees
Treasurer
2016 - Current

TDAIM provides a variety of goal-planning and advisory services to their clients. The TD Ameritrade Investment Management Core Mutual Fund, Core ETF, Supplemental Income, Opportunistic, and Managed Risk Portfolios services, with asset allocation involving ETFs or mutual funds, along with cash and cash alternatives, are provided only on a discretionary basis (referred to as the Selective Portfolios). The Essential Portfolios use ETFs for investors seeking a primarily online basic asset allocation discretionary service. TDAIM has retained Morningstar Investment Management to provide asset allocation and security selection of the portfolios.

Treasurer
2016 - Current

Founded in 1975, TD Ameritrade, Inc. is an online investment brokerage headquartered in Omaha, Nebraska. The firm provides leveraging technology for financial and operational growth. Customers can manage their investment portfolios via the Internet as well as through personal digital assistants, wireless phone services and interactive voice recognition systems. TD Ameritrade is a subsidiary of is TD Ameritrade Holding Corp. (NASDAQ: AMTD).

Treasurer
2016 - Current

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

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