Todd Doherty
Vice President @Advisor Legacy
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WORK HISTORY
Vice President @Advisor Legacy
Helping Financial Advisors grow, protect and monetize their practice equity.
SKILLS
ABOUT TODD DOHERTY
Mergers and Acquisitions Consultant / Specialist in the Financial Services Industry Fifteen years of senior leadership experience including the following: Chief Operating Officer - Esco and Associates (Financial Services); VP of Mergers and Acquisitions – Crosby & Associates (Financial Services); Senior Director of Operations – Cartridge World North America (global franchise company); Manager Franchise Engagement and Implementation – Ameriprise Financial (Fortune 200 financial services company). Core Competencies Negotiations - Business Valuation Analysis - Succession and Acquisition Consulting - Business Development - Strategic Initiative Planning and Execution – Business Operations Program Development and Management – P&L and Budget Management – Coaching – Multi Unit Business Management – Profitability Optimization – Presentation Development and Public Speaking. Specialties: Mergers and Acquisitions: Business Valuation | Succession | Acquisition
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