Todd Burlile has a diverse work experience in the financial industry. Todd began their career at Wells Fargo in 2009 as a Regional Bank Private Banker, where they worked until 2014. Following this, they joined HSBC as a Vice President, Premier Relationship Manager from 2014 to 2016. Todd then moved to AMG Funds, where they have held various roles since 2016. Todd started as a National Accounts Analyst from 2016 to 2018, followed by an Associate position in National Accounts & Retirement from 2018 to 2020. From 2020 to 2021, they worked as a Senior Associate, National Account Manager. Currently, Todd holds the position of Director, National Account Manager at AMG Funds, a role they have held since 2021.
Todd Burlile obtained a Bachelor of Science (B.S.) degree in Business Administration and Management from The College of Saint Rose in 2009. Additionally, they have acquired several certifications including the Fundamentals of Alternative Investments Certificate from the CAIA Association, SIE- Securities Industry Essentials Examination, Series 6, Series 63, and Series 7 from FINRA. The exact dates of obtaining these certifications are not provided.
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