Bryce Todd Email & Phone Number

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.

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 Templeton Fixed Income, Floating Rate Debt

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 Stephen Dover & Kim Catechis on identifying the long term drivers that face investors in global markets.

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, Franklin Mutual Series, & Franklin Templeton Multi-Asset Solutions. Each opportunity enabled me to gain valuable insight into various asset management strategies while strengthening my analytical and strategic skills.

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 business professional and even a better, more knowledgeable student. ● 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 data I was processing● Utilized JobDiva, an AI powered software, to manage company employees, and analyze business dynamics by constructing BI reports

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

Bachelor'S Degree, Finance, General

Education record

Activities and Societies: My Brother's Keeper Mentoring Program