Todd Lockwood

Managing Director @Accordant Investments

Phoenix, AZ, US
EMAILS
t••••••••@accordantinvestments.com
MOBILE NUMBERS
+16•••••••15

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WORK HISTORY

Mar 2023 — Present

Managing Director @Accordant Investments

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Spun out and stood up Accordant (from USAA Real Estate Private Wealth) as a new stand-alone entity. Helped build the business from scratch and create the operating environment and culture. Identified, negotiated & hired service providers. Launched products. Built process & procedures. Gained access onto platforms. Managing growth. Report to CEO.

EDUCATION

1988 — 1993

University of Arizona

Bachelor of Science in Business Administration, Finance

SKILLS

Offshore FundsSecuritiesFinancePublic SpeakingInvestmentsFinancial ServicesMutual FundsRisk ManagementProxy CampaignsManagementVendor ManagementOperations ManagementTa ConversionsMergers: Private to Public, Public to PublicAsset ManagementContract NegotiationSeries 99Financial AnalysisLeadershipReitAlternative InvestmentsTransfer AgencyWealth Management

ABOUT TODD LOCKWOOD

Financial Services Executive and business builder. A driven, strategic-minded and results focused leader with a proven track record of success.Excel in existing dynamic entrepreneurial environments or designing and building from scratch. Experienced with traditional and alternative financial products, as well as domestic and offshore.

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