Bryce Todd
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Bryce Todd Email & Phone Number

Senior Wealth Associate - IEQ Capital at IEQ Capital
Location: San Francisco Bay Area, United States, United States 6 work roles 2 schools
2 work emails found @franklinresources.com LinkedIn matched
4 data sources Profile completeness 100%

Contact Signals · 2 work emails

Work email b****@franklinresources.com
LinkedIn Profile matched
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Current company
Role
Senior Wealth Associate - IEQ Capital
Location
San Francisco Bay Area, United States, United States
Company size

Who is Bryce Todd? Overview

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Quick answer

Bryce Todd is listed as Senior Wealth Associate - IEQ Capital at IEQ Capital, a company with 65 employees, based in San Francisco Bay Area, United States, United States. AeroLeads shows a work email signal at franklinresources.com and a matched LinkedIn profile for Bryce Todd.

Bryce Todd previously worked as Senior Wealth Associate at Ieq Capital and Futures Associate at Franklin Templeton. Bryce Todd holds Bachelor'S Degree, Finance, General from Miami University.

Company email context

Email format at IEQ Capital

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{first}.{last}@franklinresources.com
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AeroLeads found 2 current-domain work email signals for Bryce Todd. Compare company email patterns before reaching out.

Profile bio

About Bryce Todd

I am a self-motivated and goal-oriented individual with a strong passion for finance and a deep interest in wealth management & alternative asset classes. I graduated with a degree in finance from Miami University in 2022. I am currently working at IEQ Capital in Foster City, California as a Senior Wealth Associate.

Listed skills include Data Analysis, Collaborative Problem Solving, Microsoft Excel, Accounting, and 5 others.

Current workplace

Bryce Todd's current company

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IEQ Capital
Ieq Capital
Senior Wealth Associate - IEQ Capital
los angeles, california, united states
Website
Employees
65
AeroLeads page
6 roles · 2 years

Bryce Todd work experience

A career timeline built from the work history available for this profile.

Senior Wealth Associate

Current

Foster City, California, United States

IEQ is an independent RIA founded in 2019 that provides wealth management advice and family office services to ultra-high-net-worth families.

2024 - Present ~2 yrs 4 mos

Futures Associate

San Mateo, California, United States

The Futures Program is Franklin Templeton's prestigious, two-year rotational development and management trainee program for individuals starting their professional careers.My Rotational Experience is as Follows: - Clarion Partners, Private Real Estate - Franklin Venture Partners - Franklin Templeton Digital Assets- Fiduciary Trust International- Franklin.

Jul 2022 - Aug 2024

Summer Analyst

San Mateo, California, United States

This past summer I spent working for the Franklin Templeton Investment Institute in more of a strategic & analytical role. I provided weekly analyses and write-ups on topics including Investing in an Extended Low Rate Environment, ESG & Impact investing, Global outlooks, and Investing in Innovation. I also spent time woking with Chief Market Strategist.

Jun 2021 - Sep 2021

Summer Analyst

San Mateo, California, United States

I had the opportunity to intern with Franklin Templeton Investments at their headquarters in San Mateo, California. Over a four-month span, I reported directly to EVP & Head of Equities Stephen Dover. This amazing experience enabled me to work on projects with multiple investment groups deploying a variety of strategies including the Franklin Equity Group.

Jun 2020 - Sep 2020

Summer Intern

Ellisville, MO, United States

  • I had the invaluable and enjoyable experience of having my first internship with a company that believes in diversity of thought and maximizing their employees potential. This position pushed me to become a better.
  • Worked with the talent management department to recruit IT specialists for Fortune 500 companies such as Centene & Mastercard, and private companies such as Enterprise Holdings Inc
  • Worked during a major company expansion which included processing & managing logistical tasks for the company, and also helped lead a move to an office space nearly triple in size
  • Helped keep track of & maintain employee payroll data for the duration of the internship. I also had the opportunity to work closely with the accounting department to prepare financial statements based on the employee.
  • Utilized JobDiva, an AI powered software, to manage company employees, and analyze business dynamics by constructing BI reports
Jun 2019 - Aug 2019

Lifeguard

Gahanna, Ohio

  • As a person who prioritizes the needs of others, I looked forward to my job each and every day with a sense of pride and importance as many of my daily tasks involved caring & preparing for others.
  • Managed the other lifeguard’s schedules & rotations while also interacting with guests in and around the pool to help with any questions or concerns
  • Collaborated with other departments to make working employee schedules since many employees also worked in other positions within the YMCA
  • Helped plan & coordinate events before, during, and after pool hours for outside entities and customers
  • Conducted routine checkups on other lifeguards and pool entities to ensure functionality & safety
Jun 2018 - Aug 2018
Team & coworkers

Colleagues at IEQ Capital

Other employees you can reach at ieqcapital.com. View company contacts for 65 employees →

2 education records

Bryce Todd education

FAQ

Frequently asked questions about Bryce Todd

Quick answers generated from the profile data available on this page.

What company does Bryce Todd work for?

Bryce Todd works for IEQ Capital.

What is Bryce Todd's role at IEQ Capital?

Bryce Todd is listed as Senior Wealth Associate - IEQ Capital at IEQ Capital.

What is Bryce Todd's email address?

AeroLeads has found 2 work email signals at @franklinresources.com for Bryce Todd at IEQ Capital.

Where is Bryce Todd based?

Bryce Todd is based in San Francisco Bay Area, United States, United States while working with IEQ Capital.

What companies has Bryce Todd worked for?

Bryce Todd has worked for Ieq Capital, Franklin Templeton, Programmer Resources Intl Inc., and Columbus Ymca.

Who are Bryce Todd's colleagues at IEQ Capital?

Bryce Todd's colleagues at IEQ Capital include Jackson Yelland, Jordan Garcia, Tim Day, John Stone, and Oscar Zimmerman.

How can I contact Bryce Todd?

You can use AeroLeads to view verified contact signals for Bryce Todd at IEQ Capital, including work email, phone, and LinkedIn data when available.

What schools did Bryce Todd attend?

Bryce Todd holds Bachelor'S Degree, Finance, General from Miami University.

What skills is Bryce Todd known for?

Bryce Todd is listed with skills including Data Analysis, Collaborative Problem Solving, Microsoft Excel, Accounting, Critical Thinking, Javascript, Strategic Planning, and Recruiting.

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