Biography

Todd is a successful consultant, speaker, and author in the areas of project management tactics and strategy, communications and soft skills, and staff recruiting and development. He has over 35 years of front-line project management, leadership, and technology experience in the financial services industry.

During the last 35+ years, Todd has worked with such organizations as State Street Corporation, Morgan Stanley, Franklin Templeton Investments, Bank of New York/Mellon, Barclay’s Wealth Management, and Liberty Mutual Insurance where he has managed the design, development, and implementation of several multi-million dollar technology platforms, as well as assisted clients in dramatically improving their internal project management practices.

Todd holds a Bachelor’s degree in Applied Management from Lesley College, an MBA from Boston University, and a Master’s Certificate in Project Management from Villanova University. In addition, he has been a certified Project Management Professional (PMP) since 2003 and has published a book on the management of projects in the financial services industry entitled No Project Management By Powerpoint (Mascar 2013).

Education

MBA from Boston University (1994)

Area of Expertise

Business Development, Business Process Management, Consulting Management, Family Office Technology, Integration Management, Investment Management, M&A Due Diligence, Portfolio Operations, PPM Applications, Process improvement, Project Methodologies, Project Office Implementation, Project Office Management, Systems Implementation, Trust/Custody Operations