Janelle Ward is a Strategic Relationship Consultant for TD Ameritrade Institutional. Through Practice Management consulting and coaching, Janelle helps RIAs who custody at TD Ameritrade build better businesses, grow their assets, increase referrals, improve the client experience, and navigate the increasingly complex, yet powerful, technology landscape.\nJanelle joined TD Ameritrade in 2005 and has been working directly with financial advisors since 2007.\nJanelle has a degree from the University of North Texas and holds FINRA Series 7 and 66 licenses. She resides in Fort Worth and is currently focused on advisors across the east coast.
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Authoritative analysis and perspective for data management professionals.