As Manager of Technology Training and Support Services for f3Logic, Todd creates and administers the technology stack for advisors.  He develops policies, procedures, and training agendas for advisors to ensure compliance with SEC regulations. Also, Todd provides technology training and ongoing support for all key systems. 

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Over his nearly 20-year career, Todd has held various roles in the Financial Advisory industry including time as an advisor, a broker dealer back office support staff member, and registered rep field training specialist. Through his varied experience, Todd has learned how the business works on both the front and back end. He applies this knowledge to build meaningful, trusting relationships with colleagues, advisors, prospects, and vendors.

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Prior to joining f3Logic, Todd was a Senior External Technology Solutions Specialist at NPH. He was responsible for driving technology adoption and utilization by over 500 advisors in his territory. Todd also navigated the cultures and practices of different broker-dealers, branch offices, and financial institutions to create strong support for internally developed technology. Before this, he was a Senior Applications Representative, working closely with advisors to communicate day to day technology needs to Project Managers and Business Analysts.  Todd trained SII financial advisors on proprietary and third-party systems and routinely presented that same software to prospective advisors. 

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Professional Designations

• Series 6,7,24,63,65