2007 -
2008 Regional Sales Manager @ American Trust & Savings Bank
1994 -
2007 Regional Sales Manager @
Jeff Todd Education
Saginaw Valley State University
Bachelor's Degree (Finance, General)
1989
-
1994
Jeff Todd Skills
401k
Open Architecture
Fiduciary Services
Sales Management
Retirement
Sales
Sales Operations
Business Development
Direct Sales
Retirement Planning
Investments
Mutual Funds
Investment Advisory
Asset Allocation
Wealth Management
Financial Services
Employee Benefits
401(k) Retirement Savings Plans
Insurance
Asset Management
Portfolio Management
Negotiation
Sales Presentations
Managed Money
Participant Education
Retirement Plan Consulting
Plan Design
403 b
Retirement Plan Providers
Record Keeping
ERISA
Microsoft Office
Business Analysis
New Business Development
401k Retirement Savings Plans
401 Retirement Savings Plans
Jeff Todd Summary
Jeff Todd, based in Cape Coral, FL, US, is currently a Regional Vice President at Q3 Asset Management. Jeff Todd brings experience from previous roles at Vantage Benefits Administrators, Benefit Professionals Inc, American Trust & Savings Bank and Flexible Plan Investments, Ltd.. Jeff Todd holds a 1989 - 1994 Bachelor's Degree in Finance, General @ Saginaw Valley State University. With a robust skill set that includes 401k, Open Architecture, Fiduciary Services, Sales Management, Retirement and more. Jeff Todd has 2 emails and 2 mobile phone numbers on RocketReach.
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