Zohar Swaine oversees the TD Ameritrade Institutional Strategy, Analytics, and Reporting group. In this role, he is responsible for designing and implementing advisor-based strategies as impacted by new product and capability introductions, sales and servicing strategy, marketing, client segmentation, and other internal processes.\r\nPrior to joining TD Ameritrade Institutional, Swaine worked for JP Morgan and First Manhattan Consulting Group in similar roles.\r\nSwaine graduated from the Stern School of Business at the New York University with a concentration in Finance and International Business.
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Independent and authoritative analysis and perspective for every segment of mergers and aquisitions.