Todd Yancey

Chief Revenue Officer (cro) at Investor Services

Todd Yancey has over 20 years of experience in the technology industry. Todd started their career in 1999 as the VP of Sales at Versata, Inc., where they managed a team of 20 Sales Reps, 12 Sales Engineers, and 35 Consultants, and achieved Top Revenue worldwide in 1999, 2000, and 2001. In 2002, they became the SVP Worldwide Sales at Instantis, where they hired a team of 12 Sales Reps, 8 Sales Engineers, and 6 Consultants that delivered over 100 net new customer wins and $42 Million in revenue. In 2009, they joined IBM as the Strategic Sales (ISVs & OEMs) and was awarded #1 Business Unit Worldwide Revenue achieving 555% of plan in 2010 and 128% of plan in 2011. In 2013, they joined IRA Services Trust Company as the Executive Board Member/Chief Strategy Officer and transformed the Digital Strategy, Products, Technology, Sales, Marketing, and Operations, growing clients from 38K in 2013 to over 600K in 2018 and increasing assets under custody from $3 billion in 2013 to over $10 billion in 2018. In 2015, they founded and headed the Sales for Investor Services, leading the Digital Sales, Strategy, Marketing, Product, and Operations for a cloud-based FinTech platform with over one million accounts and $11 billion in assets. Todd also recruited and managed a team of 32-Engineers building a fully automated zero-trust API-driven solution with advanced AI and machine learning to transact digital accounts in real-time for Financial Institutions. In 2021, they joined TraDove, Inc. and B5 Secure as an Investor and Strategic Advisor, and Yancey Farms as an Investor and Strategic Advisor since 2014.

Todd Yancey has an education background that includes a Bachelor of Science in Business and Communication from Vanguard University of Southern California, a course in MIT Fintech: Future Commerce from Massachusetts Institute of Technology, and a certification in Investment Custody Platform APIs and Database Model from the U.S. Copyright Office. Todd also attended Stanford University from 2008 to 2009.

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  • Chief Revenue Officer (cro)

    May, 2015 - present

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