Todd Lawson
National Accounts, Relationship Manager @DoubleLine
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WORK HISTORY
National Accounts, Relationship Manager @DoubleLine
New York, NY, US
EDUCATION
University of Michigan
BA, LSA
ABOUT TODD LAWSON
Summary:• Accomplished Senior Business Development Officer with a proven track record in Private Wealth, UHNW, Institutional, DCIO and Private Banks. Team leader who collaborates with targeted clients, sales management, distribution strategy, brand and product management. Twenty-year distribution veteran with a passion for developing talent, teamwork and strategy through partnership. Highlights of Qualifications: • Strategic sales leader who focuses team to optimize distribution opportunities and execution strategies. Expert at utilizing industry research, data and CRM to create intentional impact, client acquisition and retention. • Global Multi-Asset Class experience helping clients thoughtfully combine alpha, beta with alternative investment strategies. Provides ETF due diligence for investment policy decisions on liquidity, trading, cost, structure, tracking and tax implications and perform analysis. • C Level account identification and penetration in UHNW, Institutional and Private Wealth Client Segments. Partnered with senior executives as their trusted advisor and firm ambassador. • Agent of change who orchestrated team to install client feedback model with industry leverage partners, portfolio managers, trading groups, research staffs for strategic and tactical use of ETFs solutions.
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