Todd Burt is a dedicated professional with extensive experience in compliance and risk management, having served as a Director at both Fidelity Investments and Charles Schwab from 2007 to 2023. At Fidelity, Todd oversaw risk and business processes for discretionary managed accounts before taking on the role of Director of Compliance at Charles Schwab. Currently, Todd is pursuing a Doctor of Law degree at Texas A&M University, as well as a Bachelor’s in Finance from Weber State University and an MBA from Boston College.
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