DOEPC Monthly Meeting
Join us on Tuesday, November 8, 2016 at Hope Valley Country Club -- Durham
11:45am --- 1:00pm
SPEAKER: SKIP SCHWEISS -- TD Ameritrade Institutional
TOPIC: The Impact of The DOL Fiduciary Ruling
The History of The Legislation and Its Practical Aspects For Professionals and Clients
BIO
SKIP SCHWEISS
Skip Schweiss is responsible for TD Ameritrade Institutional's Retirement Plan Services Platform. Schweiss is also the Managing Director of Advisor Advocacy & Industry Affairs. In this role, he is charged with increasing TD Ameritrade Institutional's participation and voice in the financial services industry and identifying key issues of importance to advisors and their clients.
Prior to this appointment, Schweiss held a variety of management positions at Fiserv Investment Support Services, including serving as Executive Vice-President of Fiserv Trust Company which was acquired by TD Ameritrade Holding Corporation in February 2008.
Schweiss holds a B.S. in Business Administration from The University of South Dakota and a M.S. in Finance from The University of Colorado. He has completed the Securities Industry Institute sponsored by The Securities Industry and Financial Markets Association (SIFMA) at The Wharton School of Business. He holds Series 7 and 24 Securities Licenses and is a Member of The Financial Planning Association.
