Summary
Overview
Work History
Education
Skills
Timeline
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Todd Graddy

Cary,NC

Summary

Accomplished Relationship Manager with a proven track record at Mediant Communications, Inc., enhancing client engagement and fostering customer relationships. Excelled in solution management and strategic communication, significantly improving operational efficiencies. Demonstrated leadership by managing a diverse team, showcasing exceptional relationship building and analytical skills. Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals.

Overview

29
29
years of professional experience

Work History

Relationship Manager

Mediant Communications, Inc.
08.2021 - 08.2024
  • Mediant's Issuer Solutions Group provides corporate issuers, mutual funds, and REITs with end to end proxy and annual shareholder meeting services. We work directly with the corporate issuer's C-Suite and corporate counsel to provide first-class service throughout the entire process of annual shareholder meeting planning and execution. Responsible for 38 corporate issuer relationships throughout the end to end process of planning and executing their Annual Shareholder Meeting.
  • Developed and cultivated lucrative relationships with both new and existing clients through effective communication and exemplary interpersonal skills.
  • Built and maintained relationships with new and existing clients while providing high level of expertise.
  • Communicated regularly with clients to understand needs, evaluate current product use and cross-sell new products.
  • Complied with established internal controls and policies.
  • Analyzed business processes to identify cost savings and operational efficiencies.

Manager, Investment Company Operations

Mediant Communications, Inc,
07.2016 - 07.2021
  • Mediant's Investment Company Services Division provides regulatory report and proxy distribution, prospectus delivery, summary prospectus and document-hosting solutions for beneficial shareholders to hundreds of investment companies. Developed and maintained relationships with customers and suppliers through account development.
  • Resolved staff member conflicts, actively listening to concerns and finding appropriate middle ground.
  • Accomplished multiple tasks within established timeframes.
  • Cross-trained existing employees to maximize team agility and performance.
  • Monitored and analyzed business performance to identify areas of improvement and make necessary adjustments.

Manager, Mutual Fund Operations

Raymond James
04.2012 - 06.2016
  • Mutual Fund Operations, Trading and Corrections, Networking/Account Services, Reconciliation, Trails and Commissions. We provide independent Financial Advisors with first-class operational support across all areas impacting their mutual fund business by implementing risk management strategies. I was responsible for managing a team of 36 associates across 3 locations providing customer services to Financial Advisors, mutual fund trading and reconciliation.
  • Cross-trained existing employees to maximize team agility and performance.
  • Accomplished multiple tasks within established timeframes.

Head of Mutual Fund Operations

Morgan Keegan & Company
03.1995 - 06.2013
  • Responsible for all aspects of Mutual Fund Operations including trading, trade corrections, reconciliation, commission processing and transfer agency operations for our group of proprietary mutual funds.
  • Used strong analytical and problem-solving skills to develop effective solutions for challenging situations.
  • Developed strong organizational and communication skills through coursework and volunteer activities.
  • Gained strong leadership skills by managing projects from start to finish.

Education

Bachelor of Science - Business Administration

Christian Brothers University
Memphis, TN
06.2003

Skills

  • Solution management
  • Client Engagement
  • Customer Relationships
  • Issue Resolution
  • Risk Management
  • Excellent Communication
  • Relationship building and management

Timeline

Relationship Manager

Mediant Communications, Inc.
08.2021 - 08.2024

Manager, Investment Company Operations

Mediant Communications, Inc,
07.2016 - 07.2021

Manager, Mutual Fund Operations

Raymond James
04.2012 - 06.2016

Head of Mutual Fund Operations

Morgan Keegan & Company
03.1995 - 06.2013

Bachelor of Science - Business Administration

Christian Brothers University

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Todd Graddy