Todd has nearly 20 years of experience in the financial services industry and is a co-founder of Wheelhouse Analytics. He is the former Director of Sales and Service at Coates Analytics, LP. During his time with Coates Analytics, his clients included 75 top tier asset management firms and national broker dealers.
Todd is a Certified Investment Management Analyst (CIMA) and has held senior sales positions with both Merrill Lynch (New York, NY) and Strong Capital Management. He has served as both the Vice President of Managed Solutions for Merrill Lynch where he spearheaded all Separate Account sales in New York City and as a Divisional Sales Manager for Strong Capital Management. At Strong, Todd was responsible for all Eastern U.S. sales in the broker/dealer channel where he managed and trained external sales professionals specializing in Managed Accounts and Mutual Funds. His early career included positions with PLANCO and ING Mutual Funds.
Todd is a popular industry speaker and respected thought leader and is considered an expert in product distribution and sales process. He received a degree in Business Administration from Rowan University.