Financial Services >> CEO Interviews >> November 26, 2003

Joseph Moglia – Ameritrade Holding Corporation (amtd)

JOSEPH MOGLIA became Chief Executive Officer of Ameritrade Holding Corporation in March 2001 and his leadership has strengthened Ameritrade by focusing on the three priorities of clients, shareholders and associates. This strategy has produced a premier client offering with an emphasis on customization and choice, as well as increased shareholder value through consecutive profitable quarters. Mr. Moglia and the Executive Management Team have capitalized on merger and acquisition opportunities, such as acquiring NDB.com in November 2001 and, less than a year later, the merger with Datek in September 2002. He joined Ameritrade from Merrill Lynch, where he served as Senior Vice President and head of the Investment Performance and Product Group for Merrill's Private Client division. Prior to entering the financial services industry, Mr. Moglia was the defensive coordinator for Dartmouth College's football team and authored a book on football. He holds a Master's degree in Economics from the University of Delaware and a Bachelor's degree in Economics from Fordham University. Profile
TWST: Could we begin with a brief historical sketch of Ameritrade

Holding Corporation and a picture of what you're doing at the present

time?

Mr. Moglia: The company was founded by a gentleman