Todd Field

Background

About Todd Field

My career had been a continuous upward trajectory marked by expanded skills, knowledge, and success in the financial services industry – specifically investment and brokerage operations. My work with respected financial organizations, including Principal Financial Group, Voya Financial Partners, and Cetera Financial Group, has broadened and strengthened my skillset in the areas of investment strategies, retirement products, and services, as well as leadership. In a little over three years with Principal Financial Group, I was promoted from Investment Manager to Senior Manager of Investment Operations, where I led a team of high performers. With my direction and oversight, we handle over 200 custom investment clients, including American Express, Raymond James, Lowes, and Stanley Black & Decker, and manage 430 custom investments with $40B assets under management (AUM). In addition, my team supports 100 separate accounts with $127B in AUM. SUCCESS DRIVERS • Fostering a high-performing culture by being an engaged leader. I ensure staff have the resources, authority, and support to move efforts forward and achieve objectives. I motivate and inspire through the differentiation of awards, recognition, and compensation. I track progress and address underperformance quickly with feedback, coaching, or retraining, leaving no room for failure. • Being a trusted advisor, consultant, and subject matter expert on investment and brokerage operations and retirement products and services. • Leading the execution, directing roll-out, and overseeing the management of investment operations strategies, policies and procedures, and complex investment initiatives. • Building relationships and partnerships inside and outside of the organization, creating a foundation of influence.