Todd’s responsibilities include all aspects of Sales and Client service for Coates Analytics. Todd is a popular public speaker at National Sales Meetings, and also conducts frequent sales training sessions and consults on the various components of the Coates Distribution Management System. His clients include 35 top-tier Asset Management firms and he regularly works with our Distribution partners, Merrill Lynch, Smith Barney, Wachovia and many others. Todd is a Certified Investment Management Analyst (CIMA) and has held senior sales positions at Merrill Lynch, Strong Capital Management, Conseco Fund Group, and ING Mutual Funds. Todd holds a B.A. in Business Administration from Rowan University. |