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Todd Lloyd Email & Phone Number
VP - Sr. Client Consultant
at
Charles Schwab
1 work email found
@schwab.com
3 phones found area 909, 951, and 800
LinkedIn matched
✓ Verified Jul 2026
4 data sources
Profile completeness 100%
Current company
Role
VP - Sr. Client Consultant
Location
Cleveland, Ohio, United States
Company size
Who is Todd Lloyd? Overview
A concise factual answer block for searchers comparing this professional profile.
Quick answer
Todd Lloyd is listed as VP - Sr. Client Consultant at Charles Schwab, a with 20505 employees, based in Cleveland, Ohio, United States. AeroLeads shows a work email signal at schwab.com, phone signal with area code 909, 951, 800, and a matched LinkedIn profile for Todd Lloyd.
Todd Lloyd previously worked as VP - Sr. Financial Consultant at Charles Schwab and Senior Financial Consultant at Td Ameritrade. Todd Lloyd holds Mba, Management And Marketing from Case Western Reserve University.
Company email context
Email format at Charles Schwab
This section adds company-level context without repeating Todd Lloyd's masked contact details.
{first}.{last}@schwab.com
89% confidence
AeroLeads found 1 current-domain work email signal for Todd Lloyd. Compare company email patterns before reaching out.
Profile bio
About Todd Lloyd
Since starting my career in the financial service industry in 2009, I have been passionate about helping people take ownership of their financial lives. I work with clients to guide them in making informed decisions to pursue their investment and life goals.
Listed skills include Contracts, Automation, and General Counsel.
Current workplace
Todd Lloyd's current company
Company context helps verify the profile and gives searchers a useful next step.
Charles Schwab
8 roles
Todd Lloyd work experience
A career timeline built from the work history available for this profile.
Vp - Sr. Financial Consultant
Senior Financial Consultant
Sep 2015 - May 2024
Financial Advisor And Certified Financial Planner
Jan 2012 - Aug 2015
Financial Planner
Aug 2009 - Jan 2012
Vice President Of Education
Ohio Grantmakers Forum
Jan 2004 - Feb 2010
Director Of International Programs
Mar 1997 - Dec 2003
Communications Coordinator
Nov 1990 - Jun 1993
Team & coworkers
Colleagues at Charles Schwab
Other employees you can reach at schwab.com. View company contacts for 20505 employees →
JR
Joe Robinson
Colleague at Charles SchwabOrlando, Florida, United States
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DF
Dan Fishlow
Colleague at Charles SchwabOakland, California, United States
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JH
Jacob Helfrich
Colleague at Charles SchwabGreater Indianapolis, United States
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KM
Kelley Mila
Colleague at Charles SchwabFort Worth, Texas, United States
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SV
Shannon Verhage
Colleague at Charles SchwabPhoenix, Arizona, United States
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TO
Tracy O'Brien
Colleague at Charles SchwabDenver Metropolitan Area, United States
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HR
Hailey Rogers
Colleague at Charles SchwabArlington, Texas, United States
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AH
Austin Holin
Colleague at Charles SchwabGreater Chicago Area, United States
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DP
Dawn Phillips
Colleague at Charles SchwabChandler, Arizona, United States
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SM
Steve Montgomery
Colleague at Charles SchwabSan Diego, California, United States
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Joe Robinson
Colleague at Charles SchwabOrlando, Florida, United States
View →
DF
Dan Fishlow
Colleague at Charles SchwabOakland, California, United States
View →
JH
Jacob Helfrich
Colleague at Charles SchwabGreater Indianapolis, United States
View →
KM
Kelley Mila
Colleague at Charles SchwabFort Worth, Texas, United States
View →
SV
Shannon Verhage
Colleague at Charles SchwabPhoenix, Arizona, United States
View →
TO
Tracy O'Brien
Colleague at Charles SchwabDenver Metropolitan Area, United States
View →
HR
Hailey Rogers
Colleague at Charles SchwabArlington, Texas, United States
View →
AH
Austin Holin
Colleague at Charles SchwabGreater Chicago Area, United States
View →
DP
Dawn Phillips
Colleague at Charles SchwabChandler, Arizona, United States
View →
SM
Steve Montgomery
Colleague at Charles SchwabSan Diego, California, United States
View →
2 education records
Todd Lloyd education
Mba, Management And Marketing
Bsfs, History And Diplomacy
FAQ
Frequently asked questions about Todd Lloyd
Quick answers generated from the profile data available on this page.
What company does Todd Lloyd work for?
Todd Lloyd works for Charles Schwab.
What is Todd Lloyd's role at Charles Schwab?
Todd Lloyd is listed as VP - Sr. Client Consultant at Charles Schwab.
What is Todd Lloyd's email address?
AeroLeads has found 1 work email signal at @schwab.com for Todd Lloyd at Charles Schwab.
What is Todd Lloyd's phone number?
AeroLeads has found 3 phone signal(s) with area code 909, 951, 800 for Todd Lloyd at Charles Schwab.
Where is Todd Lloyd based?
Todd Lloyd is based in Cleveland, Ohio, United States while working with Charles Schwab.
What companies has Todd Lloyd worked for?
Todd Lloyd has worked for Charles Schwab, Td Ameritrade, Wells Fargo Advisors, Prudential Insurance, and Ohio Grantmakers Forum.
Who are Todd Lloyd's colleagues at Charles Schwab?
Todd Lloyd's colleagues at Charles Schwab include Joe Robinson, Dan Fishlow, Jacob Helfrich, Kelley Mila, and Shannon Verhage.
How can I contact Todd Lloyd?
You can use AeroLeads to view verified contact signals for Todd Lloyd at Charles Schwab, including work email, phone, and LinkedIn data when available.
What schools did Todd Lloyd attend?
Todd Lloyd holds Mba, Management And Marketing from Case Western Reserve University.
What skills is Todd Lloyd known for?
Todd Lloyd is listed with skills including Contracts, Automation, and General Counsel.
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