Heidi Svendsen Antillon
Omaha,USA
Summary
Results-driven professional specializing in client relationship management and operational efficiency. Proven track record of enhancing team performance and achieving exceptional customer service standards. Extensive experience in trading operations and business process improvement, resulting in substantial cost reductions and increased revenue.
Overview
12
12
years of professional experience
1
1
Certification
Work History
Senior Operations Analyst
Muriel Siebert
Omaha, Nebraska
08.2024 - 08.2025
- Analyzed operational processes to identify areas for improvement and efficiency.
- Created processes in a new CRM for efficient and effective workflow.
- Coordinated meetings with plan administrators to discuss participant vesting schedules and investing behaviors.
- Educated and guided participants to understand the company's compensation plan.
- Worked directly with wealth managers to identify client needs and possible investment strategies.
Assistant Team Manager SDPS
TD Ameritrade/Charles Schwab
Omaha, NE
04.2022 - 06.2023
- Orchestrated and mobilized an internal team focused on facilitating the TD Ameritrade/Schwab merger. Compiled an exhaustive catalog of core job functions for both TD Ameritrade's Self-Directed Participant Service and Schwab teams to harmonize future-state roles.
- Enhanced team performance through systematic weekly evaluations, fostering a culture of best practice sharing during team gatherings.
Relationship Banker
JP Morgan Chase
Omaha, NE
10.2021 - 04.2022
- Cultivated and expanded client relationships through in-person meetings, virtual consultations, and telephone calls.
- Collaborated with Financial Advisor to strengthen client retention and loyalty.
- Guided clients on financial products, empowering achievement of financial objectives.
- Generated new business streams for Wealth Manager while maintaining an updated client database.
Private Client Service Senior Account Manager
TD Ameritrade
Omaha, NE
12.2017 - 10.2021
- Mentored novice team members, establishing clear performance metrics for evaluations.
- Diagnosed financial needs of High-Net-Worth clients to develop comprehensive wealth-building strategies.
- Executed trades in options, stocks, and mutual funds while providing detailed portfolio-impact assessments.
- Guided clients towards optimal solutions tailored to individual needs and preferences.
After Hours Support Investors Services
TD Ameritrade
Omaha, NE
08.2013 - 01.2017
- Facilitated impactful discussions with Financial Consultants to enhance collaboration and understanding.
- Promoted high customer satisfaction and trust by resolving problems with knowledgeable, friendly service.
- Championed Lean Problem-Solving initiatives as spokesperson for after-hours unit.
Education
Masters of Business Administration -
University of Phoenix
Omaha, NEBachelor of Arts - Business Administration
University of Nebraska at Omaha
Omaha, NESkills
- Trading operations and financial markets
- Client relationship management
- Operational efficiency
- Leadership development
- Process improvement
- Portfolio management
- Collaboration and analysis
Certification
- Series 7 License
- Series 63 License
Timeline
Senior Operations Analyst
Muriel Siebert
08.2024 - 08.2025
Assistant Team Manager SDPS
TD Ameritrade/Charles Schwab
04.2022 - 06.2023
Relationship Banker
JP Morgan Chase
10.2021 - 04.2022
Private Client Service Senior Account Manager
TD Ameritrade
12.2017 - 10.2021
After Hours Support Investors Services
TD Ameritrade
08.2013 - 01.2017
Masters of Business Administration -
University of Phoenix
Bachelor of Arts - Business Administration
University of Nebraska at Omaha