Todd Wichmann
Vice President | Account Transfers & Conversions
- Role
- Vice President - Account Transfers & Mass Account Transfers at Raymond James
- Location
- St. Petersburg, FL, US
- LinkedIn followers
- 500 followers
Finance & AccountingView LinkedIn profile
About Todd Wichmann
I am a results-oriented leader with a demonstrated ability to strategically lead and…
Experience
Vice President - Account Transfers & Mass Account Transfers
Nov 2021 — Present · St Petersburg, FL, US
Education
Wisconsin Lutheran College
Bachelor’s Degree
Skills
- Series 9
- Series 7
- Project Management
- Banking
- Mutual Funds
- Investments
- Risk Management
- Securities
- Financial Services
- Portfolio Management
- Management
- Process Improvement
- Equities
- Operations Management
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