Summary
Overview
Work History
Education
Skills
Licenses
Timeline
Generic

Todd Crane

Lehi,UT

Summary

Dynamic Managing Director at Fidelity Investments with a proven track record in client relationship management and strategic planning. Expert in Defined Contribution management, driving top-tier results in client retention, loyalty, value add products and leading strategic client planning meetings. Recognized for developing strong partnerships and delivering tailored plan design solutions while consistently achieving high performance metrics.

Overview

16
16
years of professional experience

Work History

Managing Director

Fidelity Investments
01.2020 - Current
  • MD for 45 Emerging Market clients in the Bay Area, Portland, Montana, Idaho, Nebraska, Minnesota and the Dakotas
  • Delivers consistent score card score results after developing strong relationships with Keys and Daily contacts
  • Team contact for all Cyber Security related issues. Subject matter expert for Advisor plans, compensation and platform changes.
  • Consistently in the top 50% for pick list opportunities along with strong CS&L results.

Portfolio Specialist

Fidelity Investments
02.2013 - 01.2020
  • Conducted Strategic Annual reviews for clients with assets between 250k -1 million in assets.
  • Aligned with Los Gatos Fidelity branch FCs to assist with retention and asset gathering.
  • Subject matter expert for PAS portfolios.
  • Consistently provided strong results with retention, new assets and CEI scores

Client Management Representative

Fidelity Investments
09.2011 - 02.2013
  • Conducted strategic annual reviews for PAS clients with assets less then 250k
  • Consistent top performer in reviews completed, product referrals CEI and schedule efficiency

Investment Consultant

TD Ameritrade
01.2009 - 03.2011
  • Branch based consultant for 200 million dollar book of business.
  • Assisted clients in achieving their financial goals through the development of tailored solutions through TD Ameritrade products.
  • Conducted regular meetings with clients to review portfolio performance and discuss future investment opportunities.
  • Worked with external advisors to create personalized solutions for clients looking more diversified options.
  • Top performer in net flows, Amerivest and Advisor Direct assets conversion

Education

Bachelor Of Economics - Economics

University of Utah
Salt Lake City, UT
12.2003

Associate Of Arts - General Studies

Ricks College
Rexburg, ID
08.2000

Skills

  • Team collaboration
  • Client relationships
  • Account management
  • Strategic planning
  • Partnership development
  • Strategic partnerships

Licenses

Series 7, 63 and 66

Timeline

Managing Director

Fidelity Investments
01.2020 - Current

Portfolio Specialist

Fidelity Investments
02.2013 - 01.2020

Client Management Representative

Fidelity Investments
09.2011 - 02.2013

Investment Consultant

TD Ameritrade
01.2009 - 03.2011

Bachelor Of Economics - Economics

University of Utah

Associate Of Arts - General Studies

Ricks College
Todd Crane