Jul 31, 2012 --- In her new role, Kate Healy is in charge of increasing the firm's awareness among 4,000 registered investment advisers (RIAs).
To deepen TD Ameritrade’s relationships
with the 4,000 RIAs who custody with the firm, Healy will develop marketing
strategies and oversee and execute programs—including the firm’s website,
social media and advertising efforts.
Healy joined TD Ameritrade in 2008, most recently
serving as a director of marketing responsible for promoting the firm’s
technology and investment products offerings. She will continue to lead the TD Ameritrade
Institutional’s Women’s Leadership Initiative, which supports the professional
development of women advisers and assists RIAs market to women investors.
Before joining the firm, Healy served
as vice president of individual
retirement account (IRA) product strategy at Merrill Lynch, and has spent more than 20 years in a variety of financial services roles.
“Kate has demonstrated great leadership and passion
for the RIA industry and is committed to helping advisers market their
fiduciary advantage to investors,” said Tom Nally, president, TD Ameritrade
Institutional. “Kate is a true leader in her field. Her strong relationships in
the industry will continue to provide our firm with a deep understanding of
what advisers need to help drive asset growth and run better businesses.”
She replaces Paul Zettl,
who was recently named managing director of
retail and social media marketing for TD Ameritrade Inc.
Healy earned her bachelor’s in economics from Rutgers
College and has completed the Securities Industry Institute program, sponsored
by the Securities Industry and Financial Markets Association (SIFMA) at the
Wharton School of Business.