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