Todd Lloyd Email & Phone Number

VP - Sr. Client Consultant @ Charles Schwab

5 free lookup(s).

Todd Lloyd Location

Cleveland, OH, US

Todd Lloyd Work

2025 - now VP - Sr. Client Consultant @ Charles Schwab
2020 - 2025 VP - Sr. Financial Consultant @ Charles Schwab
2015 - 2024 Senior Financial Consultant @ TD Ameritrade
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2012 - 2015 Financial Advisor and Certified Financial Planner @ Wells Fargo Advisors
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2009 - 2012 Financial Planner @ Prudential Financial
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2004 - 2010 Vice President of Education @ Ohio Grantmakers Forum
1997 - 2003 Director of International Programs @ Case Western Reserve University
1990 - 1993 Communications Coordinator @ Council on Foundations
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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

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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.

Todd Lloyd Emails

Found 3 emails

Todd Lloyd Phone Numbers

Found 3 phone numbers

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