Todd Thomson's Email & Phone Number

💼 Past Experience

Todd Thomson has 4 years of experience as a CEO, Global Wealth Management at Citigroup from November 2004 to February 2007 (2 years 4 months). Mr. Thomson was Chairman and Chief Executive Officer of Citigroup Global Wealth Management, comprised of The Citigroup Private Bank, Citigroup Investment Research and Smith Barney. Citigroup Global Wealth Management ranked as one of the largest wealth management businesses in the world with $1.4 trillion in client assets. Citigroup Investment Research was one of the leading research firms on Wall Street with more than 300 research analysts and strategists covering nearly 3,000 stocks globally. During Mr. Thomson’s leadership, he turned around a business that had flat income performance for 5 years to one that in 2006 increased revenues 17% to $10.2B and increased net income 34% to $1.67B, while investing to expand in India, Brazil, UK, China and building out advisory, trust and lending capabilities. Mr. Thomson led the successful acquisition and integration of Legg Mason’s retail brokerage business, achieving net income accretion during the first year, and the acquisition of Quilter in the UK.Chief Executive Officer, Global Private Bank at Citigroup from January1998 to January 2000 (2 years 1 month). From 1998 to early 2000, Mr. Thomson served as Chief Executive Officer of Citigroup’s Global Private Bank and, previously, Senior Vice President, Strategy and Business Development for Citigroup. As SVP Strategy and Business Development, Mr. Thomson developed and presented to the Board the initial Citigroup corporate strategy upon the company’s creation in 1998, and developed the business unit strategic planning processes for the company. EVP Acquisitions and Strategy at GE Capital from January1996 to January 1998 (2 years 1 month). Mr. Thomson was EVP Acquisitions and Strategy at GE Capital. Reporting to the CEO, he led the strategy and strategic planning processes of GE Capital as well as the extensive acquisition efforts. Mr. Thomson was selected to attend GE’s elite Executive Development Course.Co-Founder and past Chairman at Dynasty Financial Partners in Greater New York City Area. Dynasty Financial Partners is the leading provider of investment and technology platforms for independent financial advisors with sophisticated client needs. Dynasty's mission is to assist advisors in transitioning and growing their businesses as independent firms. Dynasty offers a comprehensive open-architecture platform of wealth management solutions, technology, and business support to help independent advisors best protect and grow their clients’ wealth and create and grow valuable firms.Based in New York, Dynasty Financial Partners is led by a team of executives with extensive experience across all aspects of the wealth management industry and a passion for open-architecture, independence, client advocacy and partnership. Dynasty provides ongoing support, including integrated technology, investment platform, marketing support, outsourced CFO, compliance consulting, m&a support, practice management consulting, and capital to professionalize and grow RIA firms.EVP Finance and Strategy, CFO at Citigroup from February 2000 to December 2004 (4 years 11 months). From 2000 through 2004, Mr. Thomson was Chief Financial Officer and Head of Operations, Technology and Strategy

🎓 Education

Todd Thomson's current education:Todd Thomson is currently a graduate student at The Wharton School in Philadelphia, PA, working on a graduate degree in Business analytics. Thomson's previous education has prepared him for a career in business analytics which he plans to pursue after his graduate degree. Thomson is a motivated, ambitious person and is currently very active in many extracurricular and professional organizations. Thomson has been involved inebusiness analytics andhasoverSeventyTwo cumulative professional presentations and presentations. Thomson also has twoProjet De Mojo patents. Thomson is highly skilled at problem-solving and he has a knack for quickly coming up with solutions to difficult business problems. Thomson is also highly skilled in marketing, having been involved in multiple businesses both in the private and public sectors. Thomson is also highly skilled in business ethics and sound business practice. Thomson has a proven track record of academic excellence and is a highly sought after keynote speaker and instructor.

💡 Technical & Interpersonal Skills

Todd Thomson currently has a doctorate in Accounting from the University of Notre Dame. He has over 10 years of experience in the field of accounting, most recently having served as an accounting professor at Notre Dame. Thomson has taught accounting and business accounting at the undergraduate and graduate levels, and he has written, published, and presented on various aspects of accounting and business. Thomson has conducted various research studies in the area of accounting and business, and he has developed and published several books and articles on accounting and business. Thomson is a member of the American Accounting Association and the Canadian Accounting Association.