Todd Lloyd Email & Phone Number
VP - Sr. Client Consultant @ Charles Schwab
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Todd Lloyd Location
- Cleveland, OH, US
Todd Lloyd Work
- 2025 -now VP - Sr. Client Consultant @
- 2020 -2025 VP - Sr. Financial Consultant @
- 2015 -2024 Senior Financial Consultant @
- 2012 -2015 Financial Advisor and Certified Financial Planner @
- 2009 -2012 Financial Planner @
- 2004 -2010 Vice President of Education @ Ohio Grantmakers Forum
- 1997 -2003 Director of International Programs @
- 1990 -1993 Communications Coordinator @
Todd Lloyd Education
- Case Western Reserve University
MBA (Management and Marketing)
1997-2001 - Georgetown University
BSFS (History and Diplomacy)
1984-1988
Todd Lloyd Skills
- Management
- Project Management
- Research
- Microsoft Excel
- Marketing
- General Counsel
- Strategy
- Contracts
- Automation
Todd Lloyd Summary
- Todd Lloyd, based in Cleveland, OH, US, is currently a VP - Sr. Client Consultant at Charles Schwab. Todd Lloyd brings experience from previous roles at Charles Schwab, TD Ameritrade, Wells Fargo Advisors and Prudential Insurance. Todd Lloyd holds a 1997 - 2001 MBA in Management and Marketing @ Case Western Reserve University. With a robust skill set that includes Management, Project Management, Research, Microsoft Excel, Marketing and more. Todd Lloyd has 3 emails and 1 mobile phone numbers on RocketReach.
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