Verified recordFinancial Services

Todd Littel

Client Services at Savant Wealth Management

Based in Madison, United States

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Seniority

Staff

Department

Customer/Client Service

Location

Madison

Industry

Financial Services

Company size

517

Contact information

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Email

1 credit

t•••••••@savantwealth.com

Phone

5 credits

+1 ••• •••• ••••

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Background

About Todd Littel

24 years in the financial services industry in the areas of service, operations, compensation, licensing, and compliance/legal *5 years experience handling customer and regulator complaints and regulatory inquiries and exams *8 years experience with major technology projects *9 years experience working with vendors and outsourcers *Vast breadth and depth of financial services product knowledge *Outstanding analytical ability as demonstrated through excellent process and project management skills *Extensive leadership experience with staff development and organization re-design and change management *Experience in formulating, influencing and executing strategic planning and budgeting *4 years as a small business owner

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