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, UT12.2003
Associate Of Arts - General Studies
Ricks College
Rexburg, ID08.2000
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
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