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 and decision makers.
Todd is the Chief Revenue Officer for Investor Services and the former Executive Board Member of IRA Services, a leading custodian of Private Funds, Retirement, and Taxable accounts for Individuals, Advisors, and Institutions.
Todd spearheaded the vision, 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 a 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 38K in 2013 to over 600K 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 and holds a Bachelor of Science in Biology.