Director of Institutional Consulting
Greg Menefee is the Director of Institutional Consulting at TD Ameritrade, and over his 20 years in the industry has developed a strong passion for organizational culture and client experience. The mission of the consulting organization is to consistently elevate the client experience by helping advisors to identify opportunities that improve the wellbeing of their business and their clients. Outside of the office you will find him training for his next triathlon, or with his wife trying to keep up with his two young sons.
Thursday, October 4
9:00 AM – 10:00 AM