Todd Yancey is a visionary, charismatic, results oriented, and dynamic executive with more than two decades of experience in Cloud and Fintech software sales, market, business development, engineering, and operational execution.
Todd is the Chief Revenue Officer for Investor Services and the former Chief Strategy Officer and Executive Board Member of IRA Services, a leading custodian of Private Funds, Retirement, and Taxable accounts for Individuals, Advisors, and Institutions.
Todd spearheaded the design, development, and deployment of the Investor Services Cloud Platform™ (ISCP) which provides a real-time, always-on, scalable, bank-grade, cloud-based set of APIs for the next-generation Rob-Advisors and Financial Service firms.
At IRA Services, Todd was responsible for the strategy, technology, marketing, and operational initiatives in order to substantially grow the clients and assets under custody. Liaising with IRA Services operational groups, clients and providers, Todd defined a new market segments and created the products and business models that will help shape the future growth of the company for years to come. Under Todd’s leadership, accounts grew from 38K in 2013 to over 160K in 2018 and assets under custody from $3B in 2013 to over $10B 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 Stanford University and Vanguard University where he holds a Bachelor of Science in Biology.