Stephen Green MBA

Experience

• 

  TD

  Jun 2007 - now

  As a Manager Financial Services I work with a great team of Financial Advisors and Financial Service Representatives to ensure our team delivers a legendary customer experience by helping them reach their personal and fiancial goals in each of their lives! As a Financial Advisor I am responsible for helping clients ensure their portfolios and funds are working for them to ensure they are able to achieve all of there personal and financial goals. Helped to create and implement tools and tactics into the retail network that improved the customer experience!

  • AVP Product Group Owner Data as a Service

    Sept 2024 - now

  • Product Owner

    Jun 2022 - Oct 2024

  • Senior Manager

    Feb 2019 - Jul 2022

  • Manager

    Sept 2018 - Feb 2019

  • Branch Manager

    Jul 2014 - Sept 2018

  • Manager Financial Services

    Nov 2013 - Jul 2014

  • Financial Advisor

    Aug 2012 - Nov 2013

  • Customer Experience Analyst

    Jan 2010 - Aug 2012

  • Financial Service Representative

    May 2008 - Jan 2010

  • Customer Service Representative

    Jun 2007 - Apr 2008