Todd Lockwood Email & Phone Number
Managing Director @ Accordant Investments
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Todd Lockwood Location
- Phoenix, AZ, US
Todd Lockwood Work
- Managing Director @ (March 2023 - Present)
- Managing Director, Private Wealth @ (January 2023 - March 2023)
- Senior Vice President, Operations and Shareholder Relations. @ CIM Group, L.P. and CCO Capital, LLC (February 2018 - January 2022)
- Senior Vice President, Operations and Client Services @ (February 2012 - February 2018)
- Vice President, Operations and Client Services @ (December 2010 - February 2012)
- Vice President of Operations @ (March 2008 - December 2010)
- Director and AVP of Operations @ (October 2005 - March 2008)
- Operations Manager @ (August 2003 - October 2005)
- Operations Supervisor @ (October 2001 - August 2003)
Todd Lockwood Education
- University of Arizona
Bachelor of Science in Business Administration (Finance)
1988-1993
Todd Lockwood Skills
- Mutual Funds
- Alternative Investments
- Securities
- Investments
- Financial Services
- Management
- Asset Management
- Operations Management
- REIT
- Risk Management
- Financial Analysis
- Finance
- Transfer Agency
- Series 99
- Vendor Management
- Contract Negotiation
- TA Conversions
- Proxy campaigns
- Mergers: private to public, public to public
- Public Speaking
- Offshore funds
- Wealth Management
- Leadership
- Mergers
- Public to Public
- Private to Public
Todd Lockwood Summary
- Todd Lockwood, based in Phoenix, AZ, US, is currently a Managing Director at Accordant Investments. Todd Lockwood brings experience from previous roles at USAA Real Estate, CIM Group, L.P. and CCO Capital, LLC and Cole Capital. Todd Lockwood holds a 1988 - 1993 Bachelor of Science in Business Administration in Finance @ University of Arizona. With a robust skill set that includes Mutual Funds, Alternative Investments, Securities, Investments, Financial Services and more. Todd Lockwood has 2 emails and 4 mobile phone numbers on RocketReach.
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