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Todd Graham profile image

Todd Graham

VP/Trust and Fiduciary Services Manager at First International Bank & Trust
Intro Book
Retirement plan expert with 30+ years of experience
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Location
Greater Phoenix Area, US
Skills
  • Qualified Retirement Plans
  • Non Qualified Deferred Compensation
  • Deferred Compensation
  • 401 Retirement Savings Plans
  • Retirement Plan Consulting
  • Show all
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Bio

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Todd Graham is a seasoned retirement plan expert with 30+ years of experience in qualified retirement plans, non-qualified deferred compensation, and fiduciary services. He has held various leadership positions at prominent financial institutions, including First International Bank & Trust, Bank of America, and Regions Bank.

Experience

  • First International Bank & Trust
    • United States
    • Banking
    • 400 - 500 Employee
    • VP/Trust and Fiduciary Services Manager
      • Jan 2023 - Present

    • Vice President & Senior Trust Officer
      • Oct 2021 - Present

    • VP/Head of Trust and Fiduciary Services
      • Jan 2023 - Oct 2023

  • Bank of America
    • Phoenix, Arizona Area
    • Relationship Manager & Business Owner Specialist
      • Jan 2019 - Sep 2021
      • Phoenix, Arizona Area

  • The Pangburn Group
    • New Roads, LA
    • Account Manager and Relationship Manager
      • May 2006 - Dec 2018
      • New Roads, LA

      Service 150+ non-qualified deferred compensation retirement plans nationwide for the 2nd largest independent 3rd-party administrator of non-qualified compensation plans. Process new business to help meet annual company goal of 200 new clients and $1 million in new revenue.

  • Regions Bank
    • Baton Rouge, Louisiana Area
    • Vice President and Trust Officer
      • 2001 - 2006
      • Baton Rouge, Louisiana Area

      Service qualified retirement, investment-management agencies, IRAs, and personal/fiduciary trusts with a value of $62M generating $450,000 in annual revenue. Plans range from start up to $6M in assets.

  • Hibernia National Bank (now Capital One)
    • Baton Rouge, Louisiana Area
    • Assistant Vice President and Trust Officer
      • 1998 - 2001
      • Baton Rouge, Louisiana Area

      Managed qualified retirement plans, including 401(k)s, profit-sharing, and defined-benefit plans. Plans range from start up to $25M in assets.

  • Bank One (now JPMorgan Chase)
    • Client Services/Relionship Manager
      • 1997 - 1998

      Managed qualified retirement plans, including 401(k)s, profit-sharing plans, and defined-benefit plans from start-up to $4M in assets.

  • Bankers Trust Company
    • Greater Nashville Area, TN
    • Assistant Plan Manager
      • 1996 - 1997
      • Greater Nashville Area, TN

  • Bank One (now JPMorgan Change)
    • Assistant Administrator
      • 1994 - 1996

    • Trust Real Estate and Mineral Specialist
      • 1992 - 1994

    • Senior Reconcilement Clerk
      • 1989 - 1992

Education

  • 1989 - 1992
    Southeastern Louisiana University
    Bachelor's degree, Marketing

Suggested Services

This profile is unclaimed. These are suggested service rates with 0% commision upon successful connection

Industry Focus. “Financial Services”

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