Gaze will be responsible for developing and executing the strategic direction of all adviser practice management and business consulting services for TD Ameritrade Institutional. She will focus on building and maintaining practice management programs to help independent registered investment advisers (RIAs) run and expand their businesses.
Gaze has more than 15 years experience in financial services in human capital development, sales strategy and wealth management. Before joining TD Ameritrade Institutional, Gaze helped build the practice management consulting group for Wachovia Securities, where she consulted with advisers to help them improve productivity and bring in new business. She has held a variety of sales and leadership roles at firms including Merrill Lynch, Prudential and AllianceBernstein. Most recently, Gaze was executive director at Morgan Stanley Private Bank, where she led new business development initiatives that helped advisers focus on cultivating relationships with high-net-worth investors.
Gaze received a B.S. in business administration and psychology from the State University of New York at Brockport. Gaze holds the CIMA designation and FINRA series 7, 63, 65, and 24 licenses.