Christopher Taylor has over 10 years of experience in the financial industry. He is currently a Senior Representative for Custody Operations at TD Ameritrade where he has led several initiatives that improved efficiency and reduced costs. Prior to his current role, Taylor held various positions at TD Ameritrade including Settlements Analyst and Payment Services Analyst where he was responsible for settling client shares and researching and applying wires to client accounts totaling billions of dollars. Taylor has a Bachelor's degree in Journalism from the University of North Texas and an Associate's degree from Tarrant County College.
1. Christopher Taylor 12516 Nicholas Place, Rhome, TX 76078
(817) 296-6722
Christopher.taylor@TD Ameritrade.com
Profile: I am a well-trained and versatile professional with ten years of experience in the financial industry. I am a
self-starter who leads and motivates others by example.
Professional Experience:
Sr. Representative for Custody Operations, TD Ameritrade, Fort Worth, TX
August 2014 - present
Identified savings and efficiencies in the DRS Transfer process, leading to reduced reject rates below the
industry standard
Chosen for the BOLT (Brokerage Operations Lean Team) rotation and participated in annual strategy
session, judging and facilitating Improveaganza, and exposure to Kanban
Successfully implemented a pilot program that streamlined the DRS process, resulting in a 67 percent
decrease in overtime
Facilitated many problem-solving sessions, including cross-departmental
Co-lead of the Communications Pillar for Sr. Reps
Invited to be guest speaker at Town Hall to update Brokerage Operations on the Sr. Rep program
Created a branch Standard Work that was distributed to all branches to better serve our clients
Completed Series 7 and Series 63 licenses while training in a new role
Won TOPS in Q4 of 2014
Improveaganza winner for Q1 2016
Better Begins With Me semi-annual winner 2016
Settlements Analyst, TD Ameritrade, Fort Worth, TX
March 2013 - August 2014
Responsible for settling thousands of incoming shares for clients
Coordinated career fair activities
Assisted in creating training documents for Incoming DTC Transfers
Cross-trained others on settlement process
Payment Services Analyst/Loss Prevention Analyst, TD Ameritrade, Fort Worth, TX
Feb. 2007 – March 2013
Created, edited, and designed first TD Ameritrade employee newsletter for the Fort Worth office
Served on Process Improvement Committee to maximize procedures for New Accounts department
Nominated to serve on the Alliance Texas Corporate Challenge Board for 2010, an organization dedicated
to promoting health and fitness among area corporations in the Alliance Corridor
2. Helped establish Work Life Committee, an organization that sponsors events to add to the quality of the
work environment
Responsible for the accurate research and application of billions of dollars in wires to a variety of client
accounts
Created a spreadsheet and storage procedures for the storing, organization, and record-keeping of sensitive
documents
Assisted in the creation of incoming wire procedures and policies that are client-friendly and risk-averse
Staff Writer, Star Community Newspapers, Addison, TX (Largest community newspaper network in Dallas and
Denton County.)
Oct. 2006- Feb. 2007
Participated in idea generation, conceptualization, and story development for bi-weekly newspapers serving
Flower Mound, Lewisville, Coppell, Carrollton, and Southlake. Conducted numerous in-person and
telephone interviews. Posted stories on company website
Effectively obtained compelling stories, getting the information accurate, and meeting tight deadlines
Wrote human interest story about the homeless, discussed by on-air personality and posted on the KTYS
96.7 website
Built relationships with sources and contacts in varying public and private institutions
Interviewed high-level city officials for stories, often on difficult subjects
Sports Editor, FYI Television, Inc., Grand Prairie, TX (Producer of television program information for internet,
print, and on-screen program guides.)
March 2006- Oct. 2006
Maintained frequent contact with station and program managers
Managed daily program information updates for 20 regional Fox sports stations
Introduced new policies to increase sports department productivity
Implemented new placement process for HDTV listings
Editor-in-Chief, Tarrant County Community College, Hurst, TX
Sept. 2000- May 2001
Coached and developed a staff of writers
Produced columns, editorials, and news stories for publication
Made recommendations regarding make-up of staff
Functioned as a leader and spokesperson for the college in the community
Education:
Bachelor of Arts, Journalism (2005)
University of North Texas, Denton, TX
Associate of Arts (2002)
Tarrant County College, Hurst, TX