Todd Yancey

Todd is a visionary and charismatic leader experienced in AI, Cybersecurity, FinTech, and SaaS technologies who can formulate strategies and drive execution for high-impact global sales, services, marketing, and operations teams from the ground up. Todd is always striving for continuous improvements and leads by example with excellent communication with C-level decision-makers.

Todd is an expert at implementing multi-channel sales and business development to gain a competitive advantage and overachieve revenue and profit targets. Skilled in translating vision into strategy and planning and executing multifaceted sales and market expansion programs. Equally successful within Startup, Rapid Growth, Turnaround, pre-IPO, and public companies.

Todd spearheaded the vision, architecture, design, development, and deployment of the Investor Services Cloud Platform™ (ISCP) providing an ultra-secure, real-time, fully automated, always-on, scalable, zero-trust cloud-based set of APIs used by the next-generation Robo-Advisors and Financial Service firms including Acorns, LendingClub, and Wealthfront.

Todd developed the Strategy, Products, Technology, Sales, Marketing, and Operations at IRA Services to substantially grow the clients and assets under custody. Liaising with operational groups, clients, and providers, Todd defined new market segments and created the products, business models, and processes that reshaped the company’s future growth for years to come. Under Todd’s vision and leadership, client accounts grew from 38 thousand in 2013 to over 600 thousand in 2018, and assets under custody from $3 billion to over $10 billion.

Prior to this, Todd was responsible for the strategic ISV relationships for IBM and SAP. He also served as Senior Vice President of Worldwide Sales for Instantis before it was acquired by Oracle.

Connect with Todd via LinkedIn or contact him directly at any of the following telephone numbers:

United States

Atherton: +1 (650) 572-5000

Austin: +1 (737) 252-5000

Boston: +1 (508) 802-5000

Chicago: +1 (872) 282-5000

DC: +1 (202) 952-2500

Houston: +1 (979) 205-2500

Los Angeles: +1 (213) 855-2500

Miami: +1 (786) 882-2500

New York: +1 (332) 232-2500

Palo Alto: +1 (650) 252-2500

San Francisco: +1 (415) 969-2500

Seattle: +1 (206) 875-2500

Mobile: +1 (650) 804-1500

Toll-Free: +1 (855) 228-2500

International

Amsterdam: +31 (20) 893 2750

Hong Kong: + 852 8125 7250

London: +44 20 3289 7250

Paris: +33 977 219 050

Sydney: +61 (02) 8006 7250

Tokyo: + 81 (050) 5809-7250