Todd Whitley Email & Phone Number
Private Wealth Advisor @ Upstate Legacy Planning Group
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Todd Whitley Location
- Greenville, SC, US
Todd Whitley Work
- 2024 -now Private Wealth Advisor @
- 2009 -now Wealth Management Advisor, CFP®, ChFC®, CLU® @
- 2004 -2009 VP Operations @ James Candy Company
- 2001 -2004 Account Executive @
- 1998 -2001 Account Executive @
- 1993 -1997 Project Manager @ Law Engineering
Todd Whitley Education
- The Ohio State University
Lean Six Sigma Black Belt (Executive Education)
2009-2009 - North Carolina State University
Bachelor of Science (B.S.) (Biochemistry)
1988-1993 - North Carolina State University
Bachelor of Arts - BA (Chemistry)
1988-1993 - North Carolina State University
Todd Whitley Skills
- Leadership
- Management
- Team Building
- Project Management
- Business Development
- Marketing
- Accounting
- Online Marketing
- Customer Service
- Strategic Planning
- Contract Negotiation
- Sales
Todd Whitley Summary
- Todd Whitley, based in Greenville, SC, US, is currently a Private Wealth Advisor at Upstate Legacy Planning Group. Todd Whitley brings experience from previous roles at Northwestern Mutual, James Candy Company, IBM Internet Security Systems and IBM. Todd Whitley holds a 2009 - 2009 Lean Six Sigma Black Belt in Executive Education @ The Ohio State University. With a robust skill set that includes Leadership, Management, Team Building, Project Management, Business Development and more. Todd Whitley has 1 emails and 3 mobile phone numbers on RocketReach.
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