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Matthew Polera's Email and Phone

Senior Account Service Representative @ TD Ameritrade Institutional

Matthew Polera's Email

  • m****a@gmail.com
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Location Greater San Diego Area
Work
Senior Account Service Representative @ TD Ameritrade Institutional
Asset Transfers @ TD Ameritrade
Education
Bachelors, Finance @ San Diego State University-California State University
About

Senior Account Service Representative @ Series 7 & 63 licensed From November 2013 to Present (2 years 2 months) Asset Transfers @ • Responsible for processing outgoing transfers • Research internal and external client documents to ensure proper distribution of accounts • Train new associates on account processing guidelines and structure • Receive and place calls to  see more

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