Todd Kowalski

Todd Kowalski, CIMA®, has a diverse work experience spanning various roles and companies. Todd is currently working at Hearsay Systems as the VP of Enterprise Accounts, where they lead a team focused on driving awareness and growth for new and existing customers in the asset and wealth management, banking, mortgage, and insurance sectors. Prior to this, Todd was the Enterprise Sales Team Leader at Hearsay Systems, where they played a crucial role in enabling financial professionals to engage and grow their networks through compliant digital channels.

Before joining Hearsay Systems, Todd worked at Morningstar for over a decade. Todd served as the Global Sales Team Lead for Investable Products and Indexes, responsible for delivering Morningstar solutions to top-tier investment management firms. Todd also held the position of Director of Business Development for Indexes, where they focused on supporting the evaluation and implementation of solutions to drive revenue growth and increase efficiency for firms. Todd's earlier roles at Morningstar included Senior Vice President of Global Business Development and Vice President of National Accounts, showcasing their expertise in understanding organizational needs and delivering comprehensive solutions to industry-leading firms. Additionally, they served as an Institutional Software Consultant, providing support and training to investment consultants, RIA firms, and asset managers nationwide.

Todd's career began at Fisher Investments, where they worked as a Senior Business Information Analyst. Prior to that, they gained research experience as a Research Associate at NASA-Ames Research Center.

Overall, Todd Kowalski brings a wealth of experience in enterprise accounts, sales, business development, and client engagement in the financial industry.

Todd Kowalski, CIMA®, earned a Bachelor of Science (BS) degree in Aviation Human Factors from the University of Illinois Urbana-Champaign in 2002. In 2018, Todd obtained the CIMA certification from the Investments & Wealth Institute. Todd also holds the FSA Credential from the SASB – Sustainability Accounting Standards Board, which they obtained in 2020.