Todd is a visionary and charismatic leader who can formulate strategies and drive execution and has built high impact global sales, services, marketing, and operations teams from the ground-up and enjoys leading by example with excellent communication and contact with C-level decision-makers.
Todd is an expert at implementing multi-channel sales and business development to gain a competitive advantage and overachieve revenue and profit targets. Skilled in translating vision into strategy and planning and executing multifaceted sales and market expansion programs. Equally successful within Startup, Rapid Growth, Turnaround, pre-IPO and public companies.
Todd spearheaded the vision, architecture, design, development, and deployment of the Investor Services Cloud Platform™ (ISCP) which provides a real-time, fully automated, always-on, scalable, ultra-secure, cloud-based set of APIs for the next-generation Rob-Advisors and Financial Service firms.
At IRA Services, Todd developed the Strategy, Products, Technology, Sales, Marketing, and Operations to substantially grow the clients and assets under custody. Liaising with IRA Services operational groups, clients, and providers. Todd defined new market segments and created the products and business models that reshaped the future growth of the company for years to come. Under Todd’s vision and leadership, client accounts grew from 38 thousand in 2013 to over 600 thousand in 2018 and assets under custody from $3 billion in 2013 to over $10 billion in 2018.
Prior to this, Todd was responsible for the strategic ISV relationships for IBM and SAP. He also served as Senior Vice President of Worldwide Sales for Instantis before it was acquired by Oracle.
Todd attended MIT, Stanford University, and Vanguard University and he holds a Bachelor of Science in Business and Communication.