Feb 07, 2012
--- Tom Nally was appointed president of TD Ameritrade Institutional, the
firm’s business unit serving independent registered investment advisers (RIAs).
---
Nally will replace Tom Bradley, who will
become TD Ameritrade Holding Corp.’s president of retail distribution.
Bradley is taking the position of John Bunch, who resigned from his position as
president of retail distribution effective February 10 to take the top
leadership role at an investment advisory firm.
Nally has been with the company since 1994
and served as a 12-year veteran of Bradley's management team. He most recently
oversaw all aspects of the business unit's sales. He and
his team were responsible for developing new RIA relationships and delivering
practice management solutions that assist RIAs in achieving their strategic
business objectives.
Nally has held a variety of positions for the
firm and has had responsibility for trading, fixed income, adviser relations,
client service, adviser technology, account services and operations serving the
independent RIAs who custody assets with TD Ameritrade Institutional.
Nally will also join the company's senior
operating committee, a group of senior executives who are responsible for the
strategic direction and decision-making at the company. The executives report
directly to Fred Tomczyk, president and chief executive officer.
Corie Russell