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, 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 Robo-Advisors and Financial Service firms.
Todd developed the Strategy, Products, Technology, Sales, Marketing, and Operations at IRA Services to substantially grow the clients and assets under custody. Liaising with operational groups, clients, and providers. Todd defined new market segments and created the products and business models that reshaped the company’s future growth 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 to over $10 billion.
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.