Todd Pack Email & Phone Number
Founder and CEO
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Todd Pack Location
- Irvine, CA, US
Todd Pack Work
- 2009 -now Founder and CEO @ Break Through Advisers
- 2005 -2009 SVP Operations @ United Capital Financial Advisers
- 2002 -2005 President @ Virtual Management Solutions, LLC
- 2001 -2005 COO @ Business Resource Center, LLC
- 1996 -2004 COO @ Bommarito & Associates (AEFA - Ameriprise)
- 2002 -2004 Adjunct Professor of Finance and Economics @ Walsh College of Accountancy and Business Administration
- 1990 -1994 Marine Security Force Guard @
Todd Pack Education
- Walsh College
MBA (Finance)
2002-2003 - University of Michigan-Flint
BBA (Finance)
1996-1997 - St. Clair County Community College
Associates (Criminal Justice)
1994-1995
Todd Pack Skills
- Mergers
- Practice Management
- Expert Witness
- Investments
- Compliance
- Due Diligence
- Coaching
- Research
- Retirement Planning
- Portfolio Management
- Series 7
- Investment Advisory
- Insurance
- Strategic Planning
- Risk Management
- Financial Analysis
- Alternative Investments
- Asset Management
- Business Planning
- Financial Advisory
- Leadership
- Securities
- Financial Services
- Mergers & Acquisitions
- Strategic Financial Planning
- Wealth Management
- Investment Strategies
- Mutual Funds
- Small Business
- Mergers and Acquisitions
Todd Pack Summary
- Todd Pack, based in Irvine, CA, US, is currently a Founder and CEO at Break Through Advisers. Todd Pack brings experience from previous roles at United Capital Financial Advisers, Virtual Management Solutions, LLC, Business Resource Center, LLC and Bommarito & Associates (AEFA - Ameriprise). Todd Pack holds a 2002 - 2003 MBA in Finance @ Walsh College. With a robust skill set that includes Mergers, Practice Management, Expert Witness, Investments, Compliance and more. Todd Pack has 1 emails and 3 mobile phone numbers on RocketReach.
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Todd Pack
Founder and CEO
Irvine, CA, US
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