Todd McMullen
Business Development Officer, Schwab Advisor Services
Lone Tree, Colorado
Summary
Advisor-focused business development leader who consults with wirehouse, independent broker-dealer and trust bank advisors about moving to the independent RIA model and the value of Schwab as custodian. schwab+1
Background in technology consulting and advisor-facing sales, including senior technology consulting leadership at TD Ameritrade Institutional and sales roles at Orion Advisor Services. zoominfo+1
Active in local nonprofit leadership: served as Cobb Community Foundation's 2021 Board President and continued on the board as Past Chair. cobbfoundation+1
FINRA-registered financial professional with a BrokerCheck record (CRD# 6040131) and securities registrations referenced in public contact profiles. finra+1