Todd Lloyd Email & Phone Number
VP - Sr. Client Consultant @ Charles Schwab
5 free lookup(s).
If you need more lookups,
subscriptions start at $34 USD/month.
Todd Lloyd Location
- Cleveland, OH, US
Todd Lloyd Work
- VP - Sr. Client Consultant @ (March 2025 - Present)
- VP - Sr. Financial Consultant @ (October 2020 - March 2025)
- Senior Financial Consultant @ (September 2015 - May 2024)
- Financial Advisor and Certified Financial Planner @ (January 2012 - August 2015)
- Financial Planner @ (August 2009 - January 2012)
- Vice President of Education @ Ohio Grantmakers Forum (January 2004 - February 2010)
- Director of International Programs @ (March 1997 - December 2003)
- Communications Coordinator @ (November 1990 - June 1993)
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.
Looking for a different Todd Lloyd?
Find contact details for 700 million professionals.
G2 Crowd Trusted
300K+ Plugin Users
© 2026 RocketReach.co