Todd Marshburn
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Todd Marshburn Email & Phone Number

Head of Client Success at Summa Financial Technology
Location: Oakland, California, United States 10 work roles 2 schools
1 work email found @summaft.com 2 phones found area 415 LinkedIn matched
✓ Verified Jun 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email · 2 phones

Work email t****@summaft.com
Direct phone (415) ***-****
LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
Role
Head of Client Success
Location
Oakland, California, United States
Company size

Who is Todd Marshburn? Overview

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Quick answer

Todd Marshburn is listed as Head of Client Success at Summa Financial Technology, a company with 11 employees, based in Oakland, California, United States. AeroLeads shows a work email signal at summaft.com, phone signal with area code 415, and a matched LinkedIn profile for Todd Marshburn.

Todd Marshburn previously worked as Founder and President at Stm Strategic Consulting and COO at Oakluv Foundation. Todd Marshburn holds Ba from Uc Santa Barbara.

Company email context

Email format at Summa Financial Technology

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{first}.{last}@summaft.com
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AeroLeads found 1 current-domain work email signal for Todd Marshburn. Compare company email patterns before reaching out.

Profile bio

About Todd Marshburn

Background of over 15 years in Sales, Product Management, Business Development, Service and Operations roles focused on health and wellness technology, financial services, SAAS, cloud based applications, digital media, payment services and program management. Results oriented strategic thinker with experience delivering customer success, product development and program execution. Self-motivated team leader that believes in results management and excels in process excellence.Specialties: SAAS, Data Analytics, Client Engagement, Business Development, Growth, Program Management, Digital Media, Display Advertising, Account Management, Coaching / Mentoring, Leadership, Payment Services, Implementation, Project Management, Client Services, Sales Operations, Product Marketing, Channel and Partner Development, Strategic Planning, Six Sigma, eCommerce, CRM

Listed skills include Strategy, Product Marketing, E Commerce, Saas, and 20 others.

Current workplace

Todd Marshburn's current company

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Summa Financial Technology
Summa Financial Technology
Head of Client Success
new york, new york, united states
Website
Employees
11
AeroLeads page
10 roles · 33 years

Todd Marshburn work experience

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

Head Of Client Success

Current

Greater San Francisco Bay Area

Summa is a cloud native platform designed to address current and evolving investment management requirements. Summa elevates data from multiple legacy systems creating a digital audit trail and empowers users through an open API platform to create an infinite set of reporting and business intelligence across the front, middle and back office.

Apr 2018 - Present

Founder And President

Current
Stm Strategic Consulting
Mar 2018 - Present

Coo

Current
Oakluv Foundation

Oakland, CA

501(c)3 registered. Non profit charitable organization. Provides community support to underprivileged children and famalies. Offers inspiration, personal development opportunities, and a touch of happiness to those in need of help. oakluv.org

2013 - Present ~13 yrs 5 mos

Head Of Business Development

Oakland, CA

Habit is the first personalized nutrition company offering a holistic solution from Test to Table™, created for anyone who wants to be their best through the transformative power of food.

Mar 2016 - Mar 2018

Director, Global Solutions Management

San Francisco

  • Strategic business development with a product management focus, creating client engagement programs to launch and scale multiple enterprise SAAS / cloud based solutions.
  • Structured and built client experience model for new SAAS application suite. Scalable process resulted in delivery of targeted feature sets and early product release.
  • Grew program to 30 global strategic clients across 8 countries representing millions in revenue. Managed post sale commercials to ensure profitability while establishing a 93% renewal rate exiting stealth into.
  • Defined key business requirements pivoting product design and development toward business analytics, CRM and sales productivity. Managed product road maps, client insights and program communications.
  • Streamlined onboarding program to accelerate deployment and product delivery. Improved quality, controls and collaboration to achieve 100% referral rate.
  • Strong cross group collaboration working with internal and external partners to improve process efficiency.
Mar 2014 - Mar 2016

Manager, Account Services Group

  • Leading a team of account, network and operations managers responsible for strategic relationships with Fortune 500 advertisers and agencies driving tactical execution of $50M in Display Advertising revenue.
  • Achieved 104% attainment in FY12, 130% in Q1 FY13 and trending to 118% for the first half of FY13 through team focus on proactive upselling, revenue defense and campaign optimizations.
  • Championed next generation advertising solutions (Win8 AiA, Skype, Xbox) through client evangelism
  • Strong partnership with sales focused on strategic account planning, client campaign management and execution of day to day client relationships.
  • Strong cross group collaboration working with internal and external partners to improve process efficiency
  • Designed team reward and recognition programs to drive sales excellence and client satisfaction
Apr 2011 - Mar 2014

Director, Client Services

Propertybridge, Inc., A Moneygram Company
  • First employee hired to create implementation, customer support and account management functions of this early stage payment services company. Company acquired by MoneyGram in 2007 and processes in excess of $1B.
  • Responsible for strategy, negotiations, forecasting and planning on key strategic accounts
  • Streamlined implementation processes and controls with focus on quality assurance.
  • A track record of driving process improvements in operational standards, resulting in increased revenue, organization efficiency, compliance and customer satisfaction
  • Partnered on product development through strategy, requirements definition, solicitation of client feedback, and testing.
  • Managed relationships and technical integrations with channel partners, 3rd party processors, acquiring banks and enterprise software companies.
Sep 2005 - Apr 2011

Director, Client Services

Focused on customer facing roles in an early stage Project Portfolio Management on-demand software company. Responsibilities included technology evangelist, sales, account management, marketing and professional services.

Jan 2004 - Sep 2005

Director, Global Internet Marketing & Ecommerce

Overall responsibilities included customer relationship management, electronic commerce, customer portal and partner extranet. Focused on bridging diverse groups across the organization and aligning business strategy with process and technology solutions to maximize the customer experience.

2000 - 2003 ~3 yrs

Senior Manager, Ecommerce Business Development

Held a variety of roles including Sales, Business Development and Product Marketing for this Fortune 500 document management and business printing company. Responsibilities included developing products and programs, delivering customer success, building strategic client and partner relationships and extensive marketing and PR activities.

1993 - 2000 ~7 yrs
Team & coworkers

Colleagues at Summa Financial Technology

Other employees you can reach at summaft.com. View company contacts for 11 employees →

2 education records

Todd Marshburn education

Education record

Northgate High School
FAQ

Frequently asked questions about Todd Marshburn

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

What company does Todd Marshburn work for?

Todd Marshburn works for Summa Financial Technology.

What is Todd Marshburn's role at Summa Financial Technology?

Todd Marshburn is listed as Head of Client Success at Summa Financial Technology.

What is Todd Marshburn's email address?

AeroLeads has found 1 work email signal at @summaft.com for Todd Marshburn at Summa Financial Technology.

What is Todd Marshburn's phone number?

AeroLeads has found 2 phone signal(s) with area code 415 for Todd Marshburn at Summa Financial Technology.

Where is Todd Marshburn based?

Todd Marshburn is based in Oakland, California, United States while working with Summa Financial Technology.

What companies has Todd Marshburn worked for?

Todd Marshburn has worked for Summa Financial Technology, Stm Strategic Consulting, Oakluv Foundation, Habit Inc., and Advent Software.

Who are Todd Marshburn's colleagues at Summa Financial Technology?

Todd Marshburn's colleagues at Summa Financial Technology include Graham Hill, Robert Prellwitz, Joseph Skubal, Michael Thomas, and Elena Ektora.

How can I contact Todd Marshburn?

You can use AeroLeads to view verified contact signals for Todd Marshburn at Summa Financial Technology, including work email, phone, and LinkedIn data when available.

What schools did Todd Marshburn attend?

Todd Marshburn holds Ba from Uc Santa Barbara.

What skills is Todd Marshburn known for?

Todd Marshburn is listed with skills including Strategy, Product Marketing, E Commerce, Saas, Crm, Business Development, Account Management, and Enterprise Software.

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