Eliza De Pardo, Consultant, TD Ameritrade Institutional
A laser? A sharpshooter? Perhaps one word can’t describe Eliza. But her amazing focus and ability to pinpoint a client’s strengths, weaknesses, and opportunities is what makes her so respected.
With a focus on supporting firms in achieving superior performance, Eliza leads FA Insight’s strategic planning and human capital offerings, including the establishment of strategic growth strategies, organizational design, compensation planning, performance management, and business succession solutions.
Eliza comes to FA Insight from the Moss Adams Business Consulting Group, where she served as a senior consultant. Previously, Eliza worked in Perth and Melbourne, Australia, as a business consultant, team leader, and senior business review manager in practice management for MLC, the wealth management division of National Australia Bank Group. Her prior experience also includes service as a lecturer at the Securities Institute of Australia and as a planner for AXA. She holds a diploma of financial planning from Deakin University in Melbourne, Australia, and a bachelor’s degree in commerce from Curtin University of Technology in Perth.
Off the Record
I never travel without:
It’s actually a really long list; I don’t travel light! I really can’t leave home without my passport and lots of snacks.
My very first job:
Kids’ basketball league referee – Age 13
What all great financial advisors have in common:
Highly attentive to the needs of others.
Best piece of business advice:
“Don’t ever negotiate against yourself”— Mark Tibergien