What is your name and what is your job title?
Daniel Ochoa, Senior Financial Consultant.
What is the name of your business, and your website URL?
TD Ameritrade, www.tdameritrade.com
When was your business founded and how long have you been working there?
Founded in 1975 (as First Omaha Securities, Inc.), I began working for the company in 2013.
Please describe your business: What is your elevator pitch? Who is your ideal customer?
As a Senior Financial Consultant, I work with goal-oriented investors to make sure that their wealth is positioned appropriately in order to reach their financial goals.
Please describe your role in your business: What does your day-to-day look like?
My role entails analyzing a client’s portfolio. This usually involves a discussion around downside protection, income planning for retirement, and estate / legacy planning issues as well.
How has seeing an allergist (visiting Hudson Allergy) helped you be more productive in your profession?
I’m not a native New Yorker. Even though many of the same allergens that I’m sensitive to exist elsewhere, getting hit with all new strains and everything that we as New Yorkers have to deal with nearly took me out of rotation and really hurt my business. Working with Hudson Allergy allowed me to recover my strength and clarity of focus to be able to give my clients my full attention.
What advice do you want to give to anyone reading this?
Don’t wait to start planning for your future. The best time to plant a tree was twenty years ago. The second best time is today.
What is your favorite thing about NYC?
The eclectic human experience. You simply never know who you are going to meet, and we really are only a few degrees away from each other.
Get Social with Daniel:
LinkedIn: Daniel Ochoa
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