Growing my education and business acumen has always been incredibly important to me since I started working at the age of 13. In high school I worked nearly full-time, was on the honor roll, and I was Vice President of my senior class and a state officer VP Public Relations for Nebraska State DECA. With those leadership and educational opportunities, I was able to speak to other students across Nebraska and at conferences around the country.
I attended the University of Nebraska while working full-time through my sophomore year of college, before I decided to step away to open a call center in Tulsa, Oklahoma and another in Mandaluyong, Philippines. This gave me some great leadership education at the international level from a very young age. This experience helped me quickly move into a managerial role at TD Ameritrade in 2007 in New Accounts. My finance education began with me passing my Series 7, 63, 24, and 4 from Oct 4th, 2007, to Feb 19th, 2008. After a year in that role, I was promoted to team manager in Retirement Account Services. I stayed in that role for three years until I moved into my current role of Senior Manager in tax reporting since 2011.
In January of 2020, I decided to return to college to finish out my degree. I challenged myself to hold a 4.0 GPA throughout my degree program even though I was working full-time and had just had my first child six months earlier. I had no clue that the pandemic would happen and that my daughter would be staying home instead of daycare. My wife worked roughly 60 hours a week at that time, so to say this was an extremely challenging goal, would be understating it. In September of 2021, I graduated with my Bachelor of Science in Finance with a 4.0 and I finished at the top of my class for which I was honored with the Distinguished Scholar Award.
My work education has spanned both the Medical Insurance and Financial Services industries. I have primarily worked in Operations leadership roles including New Accounts, Account Maintenance, Transfers, Retirement Accounts, Tax Reporting primarily in Cost Basis. I also spent extensive time setting up BPO processes in Chennai and Bangalore India with TD Ameritrade.
Copyright © 2023 Shawn Peterson - All Rights Reserved.
We use cookies to analyze website traffic and optimize your website experience. By accepting our use of cookies, your data will be aggregated with all other user data.