J. Todd Kikol, CIMA®
East Coast Sales Consultant at Beneco, part of FuturePlan by Ascensus- Claim this Profile
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Bio
Randall Leiker
Todd's a master at understanding client and partner needs and finding ways to help them solve problems and grow. His ability to see the big picture and offer feedback and suggestions was invaluable to a lean and growing organization like we were. I was lucky to have Todd as a part of my team and happy to call him a friend.
Randall Leiker
Todd's a master at understanding client and partner needs and finding ways to help them solve problems and grow. His ability to see the big picture and offer feedback and suggestions was invaluable to a lean and growing organization like we were. I was lucky to have Todd as a part of my team and happy to call him a friend.
Randall Leiker
Todd's a master at understanding client and partner needs and finding ways to help them solve problems and grow. His ability to see the big picture and offer feedback and suggestions was invaluable to a lean and growing organization like we were. I was lucky to have Todd as a part of my team and happy to call him a friend.
Randall Leiker
Todd's a master at understanding client and partner needs and finding ways to help them solve problems and grow. His ability to see the big picture and offer feedback and suggestions was invaluable to a lean and growing organization like we were. I was lucky to have Todd as a part of my team and happy to call him a friend.
Credentials
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Certified Investment Management Analyst, CIMA®
Investment and Wealth InstituteSep, 2007- Nov, 2024
Experience
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Beneco, part of FuturePlan by Ascensus
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United States
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Financial Services
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1 - 100 Employee
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East Coast Sales Consultant
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Mar 2018 - Present
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55 Capital
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San Francisco Bay Area
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Business Development Officer
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Mar 2017 - Jun 2017
55 Capital is an investment manager delivering dynamically managed global portfolios using ETFs. The firm, with offices in San Francisco, New York and Mumbai, leverages a team of experienced leaders in ETFs and highly respected financial researchers to manage assets in a research-based, rules-based, risk-based approach for high net worth individuals and institutional investors. 55 Capital is an investment manager delivering dynamically managed global portfolios using ETFs. The firm, with offices in San Francisco, New York and Mumbai, leverages a team of experienced leaders in ETFs and highly respected financial researchers to manage assets in a research-based, rules-based, risk-based approach for high net worth individuals and institutional investors.
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BlackRock
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United States
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Financial Services
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700 & Above Employee
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Jan 2009 - Feb 2017
Consult with over 7,000 Financial Professionals on positioning BlackRock products and value add services, focusing on mutual funds and separately managed accounts in the Pacific Northwest and Mountain West. Collaborate with Investment Management Consultant to segment our clientele and develop an actionable and effective business plan to maximize sales in our territory. Present timely market insight and investment solutions while traveling throughout the territory in both individual and office wide meetings. (Experience covering Financial Professionals in TX and OK as well as OH, PA and WV in the past.) Show less
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Mar 2006 - Dec 2008
Hybrid Wholesaler providing theme based research driven solutions to over 1400 Merrill Lynch Financial Advisors in Virgina, North Carolina, South Carolina, Georgia, Florida, Alabama, Mississippi, and Louisiana.
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Merrill Lynch
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United States
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Financial Services
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700 & Above Employee
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Internal Wholesaler
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Sep 2003 - Mar 2006
Assisting Merrill Lynch Financial Advisors in postioining and utilizing MLIM products and services, including mutual funds, separate accounts and alternative investments in South Carolina, Georgia and Alabama. Assisting Merrill Lynch Financial Advisors in postioining and utilizing MLIM products and services, including mutual funds, separate accounts and alternative investments in South Carolina, Georgia and Alabama.
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Education
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1988 - 1992
Ohio University
BBA, Finance/Pre-Law -
1984 - 1988
Bay High School
Community
