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
- Private Wealth Advisor @ (September 2024 - Present)
- Wealth Management Advisor, CFP®, ChFC®, CLU® @ (October 2009 - Present)
- VP Operations @ James Candy Company (July 2004 - September 2009)
- Account Executive @ (January 2001 - June 2004)
- Account Executive @ (January 1998 - January 2001)
- Project Manager @ Law Engineering (September 1993 - December 1997)
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 and IBM Internet Security Systems. 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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