About Todd

Todd is a visionary and charismatic leader with deep expertise in SaaS platforms across AI, Banking, Cloud, Cybersecurity, FinTech/WealthTech, and Payments. He translates strategy into execution, building and scaling high-impact global sales, marketing, services, and operations organizations from the ground up. Known for credibility, clarity, and strong executive presence, Todd leads by example with a continuous-improvement mindset and communicates with confidence and precision to C-level decision-makers.

Todd is an expert in multi-channel sales, business development, and building strategic partnerships and alliances that create competitive advantage and consistently exceed revenue and profitability targets. He excels at translating vision into strategy and executing multifaceted go-to-market and market-expansion programs with discipline and speed. Todd has delivered results across startups, rapid-growth companies, turnarounds, pre-IPO organizations, and public companies.

Building Enduring Revenue

Todd pioneered Digital Asset Custody-as-a-Service and spearheaded the vision, architecture, design, development, and deployment of the Investor Services Cloud Platform™ (ISCP), an ultra-secure, real-time, fully automated, always-on, scalable, zero-trust cloud platform delivering API-driven services and a purpose-built data model trusted by next-generation Robo-Advisors and financial services leaders including Acorns, Charles Schwab, LendingClub, and Wealthfront.

Todd developed the strategy, products, technology, sales, marketing, and operations at Forge Trust 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, business models, and processes 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 600,000 and assets under custody from $3B to over $10B.

Previously, Todd led strategic ISV relationships at IBM and SAP, and served as Senior Vice President of Worldwide Sales for Instantis before it was acquired by Oracle.

Earlier in his career, Todd played a pivotal role in mitigating global Y2K risk by expanding COBOL’s capabilities and authoring a standard date function that helped preserve reliability across mission-critical enterprise systems. In 1997, under Todd’s leadership, Fujitsu introduced NetCOBOL, a groundbreaking compiler that enabled COBOL applications to run in web-based environments by generating Java bytecode from existing COBOL programs, providing a modernization bridge for organizations operating large-scale legacy platforms.

Todd studied at MIT, Stanford University, and Vanguard University and holds a Bachelor of Science in Business and Communication. He is based in Atherton, California.