TD

Todd D.

Portfolio Manager at Purpose Comprehensive Wealth Management, LLC

Todd D. has an extensive background in finance and analysis, with experience working in various managerial roles at different companies. Todd has a Master of Business Administration degree in Finance from Marquette University and a Bachelor of Business Administration degree in Finance from University of Wisconsin-Parkside. Todd D. currently works as a Portfolio Manager at Purpose Comprehensive Wealth Management, LLC, where Todd determines portfolio strategy and monitors performance. Prior to this role, Todd held positions such as Financial Planning and Analysis Manager at Potawatomi Hotel & Casino and Senior Financial Analyst at SoftwareONE. Todd D. has strong analytical skills and experience in providing financial and sales analyses to management teams.

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Timeline

  • Portfolio Manager

    January, 2021 - present