Todd Hale Email & Phone Number
Client Service Administrator @ Planning Alternatives
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Todd Hale Location
- Bloomfield Hills, MI, US
Todd Hale Work
- Client Service Administrator @ (June 2025 - Present)
- Customer Relationship Specialist @ Wealth Trac Financial, LLC (February 2024 - June 2025)
- Client Services Associate @ Dahring | Cusmano and Associates (November 2021 - February 2024)
- Chase Private Client Banker @ (August 2011 - November 2021)
Todd Hale Education
- Western Michigan University
Bachelor of Arts - BA (Criminal Justice)
2001-2005 - Traverse City Central High School
College Preparatory
1997-2000
Todd Hale Skills
- Account Management
- Analytical Skills
- Client Focus
- Client Services
- Customer Experience
- Customer Relationship Management (CRM)
- Customer Retention
- Customer Service
- Customer Support
- Financial Analysis
- Financial Risk
- Financial Services
- Relationship Development
Todd Hale Summary
- Todd Hale, based in Bloomfield Hills, MI, US, is currently a Client Service Administrator at Planning Alternatives. Todd Hale brings experience from previous roles at Wealth Trac Financial, LLC, Dahring | Cusmano and Associates and JPMorganChase. Todd Hale holds a 2001 - 2005 Bachelor of Arts - BA in Criminal Justice @ Western Michigan University. With a robust skill set that includes Account Management, Analytical Skills, Client Focus, Client Services, Customer Experience and more. Todd Hale has 2 emails and 1 mobile phone numbers on RocketReach.
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