2011 -2012 Institutional Research Sales - footnotedPro @
2008 -2011 Account Executive - Advisor Sales @
2003 -2007 Vice President @ Advantage Cleaners
2002 -2003 Account Executive - Government Sales @
Todd Serpico Education
DePaul Driehaus College of Business
Master of Business Administration with Distinction (Sales Leadership and Management)
2008-2010
The University of Iowa Tippie College of Business
B.S., Business Administration (Management Information Systems)
1998-2002
Todd Serpico Skills
Institutional Investments
Consultative Selling
Negotiation
Sales Management
New Business Development
Relationship Management
Business Development
Networking
Investments
Business Relationship Management
Financial Markets
Salesforce.com
Business Analysis
Management
Sales
Business Strategy
Portfolio Management
Mutual Funds
Asset Management
Marketing
Risk Management
Financial Services
CRM
Analysis
Strategy
Equities
Finance
Financial Modeling
Equity Research
Alternative Investments
Financial Analysis
Valuation
Wealth Management
Investment Management
Hedge Funds
Fixed Income
Series 7
Asset Allocation
Customer Relationship Management (CRM)
Google Apps
Microsoft Office
JavaScript
Todd Serpico Summary
Todd Serpico, based in Chicago, IL, US, is currently a Senior Vice President, Global Business Development at Morningstar DBRS. Todd Serpico brings experience from previous roles at Morningstar DBRS and Morningstar. Todd Serpico holds a 2008 - 2010 Master of Business Administration with Distinction in Sales Leadership and Management @ DePaul Driehaus College of Business. With a robust skill set that includes Institutional Investments, Consultative Selling, Negotiation, Sales Management, New Business Development and more. Todd Serpico has 3 emails and 2 mobile phone numbers on RocketReach.
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