Director Product Strategy and Development, TD Ameritrade Institutional
In her role as the Director of Product Strategy, TD Ameritrade Institutional, Dani manages technology initiatives designed to help simplify advisors’ lives. Dani’s responsibilities include TD Ameritrade Institutional’s award-winning* iRebal on Veo® rebalancing technology, as well as Model Market Center, TD Ameritrade’s innovative approach to bringing outsourced investment management to RIAs . Dani joined TD Ameritrade in 2012 and puts more than 15 years of wealth management knowledge to work for advisors. She loves to talk about big data, artificial intelligence in financial services, CrossFit and basketball.
*Winner of WealthManagement.com 2015 Industry Award for Rebalancing. iRebal products and services are property of ThinkTech, Inc., an affiliate of TD Ameritrade, Inc.