E*TRADE Advisor Services
Rochelle Greenfield joined E*TRADE Advisor Services in 2010 and currently serves as a Technology Consultant. In this role, she provides process mapping and efficiency analysis for RIAs in addition to developing key relationships.
Previously, Ms. Greenfield served as a Relationship Manager, where she was responsible for helping RIAs achieve their business goals by using her in-depth knowledge of the Liberty platform to streamline their trading processes. Prior to working at E*TRADE Advisor Services, she held client support positions at Great-West Retirement Services, TIAA-CREF Individual & Institutional Services, LLC, and JPMorgan Chase & Co.
Ms. Greenfield earned a bachelor of science degree from Montana State University and holds a FINRA Series 6 and 7 licenses.