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Todd Hamilton Location
Boston, MA, US
Todd Hamilton Work
Regional Vice President @ (December 2022 - Present)
Director, Sales @ (July 2021 - December 2022)
Director - Senior Client Advisor @ (September 2018 - June 2021)
Director - Institutional Sales @ (January 2018 - September 2018)
Regional Director - Senior Portfolio Specialist @ IndexIQ / New York Life Investments (February 2016 - January 2018)
Owner and Senior Director, Private Client Group @ (August 2010 - January 2016)
Managing Regional Director @ Natixis Global Associates International (January 2001 - January 2010)
Vice President, Sales @ Fidelity Investments, Institutional Services Company (FIIS) (January 1995 - January 2001)
Investment Advisor @ Liberty Financial Group (January 1992 - January 1994)
Todd Hamilton Education
Bentley University
B.S. (Finance)
1986-1990
Windsor Locks High School 1982-1986
Todd Hamilton Skills
Account Management
Active Listening
Advisory Boards
Alternative Investments
Asset Allocation
Asset Management
Business Development
Business Planning
Business Travel
Client Portfolio Management
Conference Speaking
Consultative Selling
Cryptocurrency
Customer Relationship Management (CRM)
Decentralized Applications (DApps)
Digital Assets
ETFs
Equities
Financial Services
Hedge Funds
Income Planning
Investment Management
Investments
Metaverse
Mutual Funds
New Business Development
Portfolio construction
Private Credit
Private Equity
Private Placements
Private markets
Public Speaking
Real Estate Private Equity
Retirement
Sales
Sales Management
Sales Pipeline Development
Sales Prospecting
Securities
Separate Accounts
Separately Managed Accounts
Strategic Planning
Territory Management
Wealth Management
Web Conferencing
Wholesale
Todd Hamilton Summary
Todd Hamilton, based in Boston, MA, US, is currently a Regional Vice President at Bonaventure. Todd Hamilton brings experience from previous roles at Grayscale Investments, New York Life Investments and IndexIQ / New York Life Investments. Todd Hamilton holds a 1986 - 1990 B.S. in Finance @ Bentley University. With a robust skill set that includes Account Management, Active Listening, Advisory Boards, Alternative Investments, Asset Allocation and more. Todd Hamilton has 1 emails and 2 mobile phone numbers on RocketReach.
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