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Danielle Erickson

What’s your role in keeping things running smoothly at TD Ameritrade?

My role in Tax Services is to ensure that our firm is reporting accurate information to our clients and the IRS, withholding and remitting the proper amounts, and making sure our tax and cost basis associates are providing the best client experience possible.

What’s your greatest challenge in fulfilling that role?

We have our own “season”—once a year, the spotlight is on us. We face new changes and demands every year, and research has shown our clients like what we are doing. 

What have you done in the field?

As a farmer’s wife, this “field” question threw me at first! I have dedicated my time since 2008 to learning the ins and outs of taxes as they apply to the markets. The Foreign Account Tax Compliance Act (FATCA) has made a recent splash in our world, and I was fortunate enough to be a significant contributor. Many changes needed to be put in place in order to be in compliance with FATCA, and I helped our team understand the changes, what actions we needed to take, and test the updates to mitigate risk. 

What’s a “Golden Rule” you live by? 

“We cannot solve our problems with the same thinking we used when we created them.” —Albert Einstein

When not working you can find me …

Anywhere but home. My kids are very involved in sports and other extracurricular activities, but are still too young to drive. I am also an avid reader; I read primarily on my phone, so if there is ever a dull moment, at least I can get a few pages in.

Tell us something the world doesn’t know about you.

It’s a lifelong goal of mine to rewrite the “Happy Birthday” song. It just seems as though no two people can sing it in the same key at the same time. 

Meet the Team
Amy Charest

Amy writes financial services content for a variety of channels and has a diverse background.
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Ben Estep

I’ve always loved investing and analyzing businesses. After working in retail management for many years ...
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Brian Lund

Brian is a financial writer with over 25 years of trading experience. He has appeared on CNBC...
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Chesley Spencer

Chesley Spencer is Product Manager, Trading, for the thinkorswim® trading platform from TD Ameritrade.
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Dan Rosenberg

Dan began writing about the financial markets in 1996 when he joined Dow Jones Newswires in Chicago ...
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Danielle Erickson

Danielle Erickson is the Manager, Government Reporting Solution, in Tax Services for TD Ameritrade.
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David Kier

I love helping people and getting the right answer. I also am in charge of development for thinkorswim charts, scanning, and thinkScript.
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Debbie Carlson

Debbie got her start in financial media writing about commodity futures markets...
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Doug Ashburn

Doug Ashburn is managing editor of The Ticker Tape and a self-described "trader masquerading as a journalist."
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Frederic Ruffy

Frederic Ruffy is a Senior Options Strategist at Trade Alert, a New York-based provider of data and research for institutional...
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Greg Loehr

Greg has been a professional trader since 1990, having started from the floor of the Chicago...
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JJ Kinahan

JJ began his career in 1985 as a Chicago Board Options Exchange...
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John Bell

John is Director of Platform Management for TD Ameritrade’s Investment Products & Guidance and ...
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John Hart

I’m the Managing Director, Trading Products Development. It’s a long title, which is ...
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Kevin Hincks

Kevin Hincks is the co-host of “Swim Lessons,” the show heard daily on the thinkorswim® platform from 10:30 a.m.–noon CT.
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Lule Demmissie

Lule develops investment products and services to power the long-term investing experience utilizing managed ...
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Matt Newman

Matt serves as TD Ameritrade's Tax Systems Manager.
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Matt Sadowsky

As Director of Retirement and Annuities, I manage a team that coordinates the products, tools...
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Peter Klink

Peter Klink is Director of Modeling & Exposure Management for TD Ameritrade.
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Ryan Campbell

Ryan is a content manager for Investools. He composes educational courses...
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Scott Connor

Scott spent 25 years as a member of the CBOE before joining TD Ameritrade in 2007.
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Shawn Cruz

As a content specialist, I constantly try to stay on top of what’s currently impacting the markets so we can ensure we are providing tools and resources that are beneficial to our clients.
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T.J. Neil

T.J. Neil is a senior trading specialist for TradeWise Advisors.
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Tom White

Tom is Chief Strategist at TradeWise, a separate but affiliated company that...
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