Jersey City, N.J., Sept 4, 2012 – Jim Dario has been named the new managing director of product management for TD Ameritrade Institutional. In this role, he will lead the strategy for product development and enhancements across core advisor offerings including technology, practice management and wealth management solutions. Dario will oversee new product introductions and the delivery of key solutions including technology integrations, business development tools and investment management products to support more than 4,000 independent registered investment advisors (RIAs) who custody with TD Ameritrade Institutional.
Dario has spent more than 25 years focused on serving RIAs and has been influential in elevating the awareness of the independent advisory model. Prior to joining TD Ameritrade, Dario was the managing director of business development & relationship management at Pershing Advisor Solutions where he was responsible for leading the vision and delivery of advisor recruiting and business development programs to assist RIAs in growing their businesses. Previously, Dario served as the executive vice president of relationship management at Fidelity Institutional Wealth Services. In this role, he led service and relationship management teams focused on helping RIAs achieve their business goals through the implementation of industry best practices including marketing and business development, workflow processes, and technology usage.
“Jim has been an advocate for the RIA industry for more than two decades. This sense of service to advisors aligns with TD Ameritrade Institutional’s values and vision for the future,” said Tom Nally, president, TD Ameritrade Institutional. “As an industry veteran who has worked in the trenches with advisors, Jim brings a deep understanding and appreciation for the unique challenges and opportunities RIAs face today. We’re thrilled to have him join us in our commitment to providing RIAs with the technology, practice management and wealth management solutions they need to serve their clients.”
Dario holds a Bachelor of Arts in Government from Saint Lawrence University. He holds Series 6, 7, 9, 10, 24 and 63 licenses.
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About TD Ameritrade Institutional
TD Ameritrade Institutional1 is a leading provider of comprehensive brokerage and custody services to over 4,000 fee-based, independent registered investment advisors and their clients. Our advanced technology platform, coupled with personal support from our dedicated service teams, allows investment advisors to run their practices more efficiently and effectively while optimizing time with clients.
About TD Ameritrade Holding Corporation
Millions of investors and independent registered investment advisors (RIAs) have turned to TD Ameritrade’s (NYSE: AMTD) technology, people and education to help make investing and trading easier to understand and do. Online or over the phone. In a branch or with an independent RIA. First-timer or sophisticated trader. Our clients want to take control, and we help them decide how - bringing Wall Street to Main Street for more than 36 years. An official sponsor of the 2012 U.S. Olympic Team , TD Ameritrade has time and again been recognized as a leader in investment services. Please visit TD Ameritrade’s newsroom or for more information.