Todd Buchanan Email & Phone Number

Florida, United States

Baltimore, Maryland, Us

Senior Transamerica executive responsible for the overall strategy and growth of a full-service, independent broker-dealer and Registered Investment Advisor with thousands of registered representatives who offer products and services from more than 100 separate providers. Support the superb team of professionals that work toward our goal of becoming the broker-dealer of choice for securities licensed entrepreneurs across the United States.

Duluth, Ga, Us

I lead one of the largest and most diverse insurance distribution and wealth management teams in North America with over 70,000 agents and investment advisor representatives. We help people live their best lives and achieve a lifetime of financial security. With millions of clients across all 50 states, Canada and Puerto Rico, we are passionate about improving the financial preparedness and literacy of the middle class and underserved families from all backgrounds.

Orlando, Florida, Us

Advisory board member for Cogent Bank, a state chartered bank that has operated as a full service commercial and retail bank since its inception as Pinnacle Bank in 2001. Cogent is an entrepreneurial focused bank that offers a range of lending, depository, treasury management and mobile banking services designed to meet the complex and diverse needs of its clients.

Tallahassee, Florida, Us

With over $250 million in assets, we invest in proven businesses and talented management teams. Heavily concentrated in the funeral industry, our 7 portfolio companies also consist of dental services, commercial real estate, restaurants and coffee drive-thrus.

New York, Ny, Us

As CEO, USA, I lead the US business for one of the world’s fastest growing insurance technology firms. I meet with insurance executives from across the globe on a weekly basis and have a front seat in seeing how they are deploying strategies to grow and digitalize their enterprise. Our team of exceptionally talented actuaries, engineers, technologists, distribution leaders, and C-suite executives, helps insurers and investment companies transition to a fully digitalized and customer-centric future.Coherent’s technology platform helps companies develop products at record speed, gives customers a seamless remote sales experience and automates the most complex systems and processes. In everything we do, we strive to provide clear direction in a changing world.

New York, Ny, Us

Oversaw a $10M budget, 500 employees and 380 financial advisors located in 25 offices throughout 6 states. Managed a staff of 120 operations and marketing professionals that supported record growth in territory with lowest budget to sale ratio in the company. Successfully transitioned Financial Advisor team from a proprietary product business to a comprehensive financial planning firm.● As 1 of 5 regions, grew sales from 21% to 32% of company volume over a 10-year period. ● Recognized as Manager of the Year in 2007, 2010, 2011, 2014-2019 based on excellence in compliance, recruiting, retention, sales and advisor productivity.● Developed management operating system that resulted in 22% decrease in budget spend and maximization of advisor teams. ● Steered multiple committees including field technology, advisor compensation, lobbyist strategy and career development/segmentation.

Houston, Tx, Us

Senior Executive responsible for strategy development and execution of an insurance business with $60B in assets and 2,500 employees.● Devised winning strategies and solutions, growing AUM and market share across targeted segments of the Life, Retirement, and Broker Dealer functions of the business. Managed team of 4 Vice Presidents accountable for various segments of the insurance company.● Successfully led the company through legislative and regulatory changes impacting the Life and Retirement space. ● Cultivated relationships with key national and regional influencers leading to opportunities that resulted in the expansion of sales in key growth verticals and regions.

Houston, Tx, Us

Houston, Tx, Us

Houston, Tx, Us