Todd Marshburn

Head of Client Success at Summa Financial Technology

Todd Marshburn has a diverse work experience spanning over several industries. Todd currently serves as the Head of Client Success at Summa Financial Technology, where they oversee the development and implementation of a cloud native platform for investment management. Todd also founded and serves as the President of STM Strategic Consulting, a company they established in 2018.

Prior to these roles, Todd was the COO of OakLuv Foundation, a non-profit organization focused on providing support to underprivileged children and families. Todd also served as the Head of Business Development at Habit Inc., where they played a key role in driving the company's growth and expansion from 2016 to 2018.

Todd's career also includes working at Advent Software as the Director of Global Solutions Management. Here, they focused on strategic business development and product management, collaborating with clients and launching multiple enterprise SAAS/cloud-based solutions.

Before that, Todd spent several years at Microsoft as the Manager of the Account Services Group. In this role, they led a team responsible for maintaining strategic relationships with Fortune 500 advertisers and agencies, successfully driving revenue growth.

Additionally, Todd worked as the Director of Client Services at PropertyBridge, Inc., a MoneyGram Company. Todd was responsible for creating and managing implementation, customer support, and account management functions.

Earlier in their career, Todd held various positions at Innotas (formerly Project Arena), Seagate Technology, and Standard Register Company. At Innotas, they played a pivotal role in customer-facing roles for an early-stage Project Portfolio Management on-demand software company. At Seagate Technology, Todd held the position of Director of Global Internet Marketing & eCommerce, focusing on customer relationship management and electronic commerce. Todd also worked at Standard Register Company, where they held roles in sales, business development, and product marketing.

Overall, Todd Marshburn's work experience showcases their expertise in client success, business development, strategic planning, and project management across various industries.

Todd Marshburn attended UC Santa Barbara from 1989 to 1993, where they obtained a Bachelor of Arts degree in Psychology. Before that, they attended Northgate High School, but no specific dates or degrees were provided for that period.

Location

Oakland, United States

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Summa Financial Technology

Summa Financial Technology is a leading innovator of next generation digital solutions for the investment management community. The Summa platform captures data across multiple sources and provides analytics, conditional workflows and powerful reporting to all constituents in the firm. The digital data model maintains a transparent and audit-able lineage for all data used and enables customers to report at an unprecedented level of speed and granularity with customizable business rules specific to Trading, Operations, Accounting, Investor Relations, Distribution, Compliance and Risk.


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11-50

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