Todd Sloan Email & Phone Number

New York, Ny, Us

New York, Ny, Us

London, Gb

As a seasoned Sales Executive at Gresham Technologies, I spearhead the strategic expansion of our post-trade solutions across a vast territory dedicated to the buy-side community. I specialize in delivering a comprehensive suite of solutions, including custodian/broker data aggregation, data validation, reconciliation, regulatory compliance, and managed services, designed to streamline operations and enhance financial reporting accuracy for our clients.In addition to managing a sales territory, I play an important role in pre-sales for our Control for Investment Management solution. This role involves not only demonstrating the product's capabilities, but also tailoring our presentations and POCs to meet the unique requirements of each sales prospect.I am also actively involved in content creation, contributing regularly to Gresham’s blog, LinkedIn and other publications. My articles focus on the latest trends and challenges in investment operations, offering insights and guidance to industry professionals.Through these roles, I am committed to not only achieving sales targets, but also enriching the knowledge base of our industry, positioning Gresham Technologies as a thought leader in the financial technology space.

Hoboken, New Jersey, Us

As an Advisory Board Member for Galaxia Solutions, the innovative technology firm behind Dravoka, I provide strategic guidance and industry expertise to help shape the company’s growth and market positioning. Dravoka empowers firms to create digital twins of their operating models, offering comprehensive visibility across personnel, technology, processes, and data movements. I am excited to contribute to the strategic direction and success of this groundbreaking platform as an advisor.

New York, Ny, Us

I want to thank John Landry and Ian Danic for giving me my first sales role. I spent 18 rewarding years at Electra Information Systems, where I had the pleasure of working with an exceptional team. During this period, my role included sales, pre-sales, product management, customer success, and marketing, providing me with a comprehensive understanding of the buy-side community, with a particular focus on investment operations. While overseeing a significant sales territory and supporting my team through pre-sales activities, I helped secure relationships with over 150 clients, demonstrating a strong ability to address diverse client needs and cultivate lasting partnerships.I spearheaded the development of innovative proof of concepts for institutional managers, hedge funds, alternative asset managers, and fund administrators, significantly enhancing their operational efficiencies and decision-making capabilities.My contributions to investment operations technology, especially in reconciliation, are underscored by my involvement in patenting a novel reconciliation concept. This concept intelligently integrates cash balances, transactions, positions, and investigations data, markedly improving the speed and effectiveness of reconciliation processes and issue resolutions.Moreover, I actively contributed to our marketing initiatives by authoring numerous blogs and articles, and participating in industry conferences, including panels and roundtable discussions. My multidisciplinary expertise has not only driven business growth, but also enriched our industry presence and enhanced customer engagement.

London, England, Gb

I directed the strategic deployment of SmartStream's TLM and SSR solutions, specializing in reconciliation and exception management at major financial institutions including Invesco, Banco Itau, Deutsche Asset Management, and Banco de Venezuela, among others. I led cross-functional teams throughout the entire project lifecycle, ensuring seamless integration and system optimization. My leadership in these critical implementations significantly enhanced operational efficiencies, minimized errors, and reinforced compliance measures, leading to substantial process improvements and increased client satisfaction.

Amsterdam, Nl

I extend my sincere gratitude to Alan Schneider and Nolan Gesher for their guidance during my time at CrossMar. It was there that I acquired foundational knowledge in SWIFT messaging, reconciliation, exception management, application service providers, client reporting, various asset types, and transaction types. I am particularly thankful to Denise Melville and John W. Bristol for their patient instruction as one of the first CARS clients. Your support and patience during those early years was crucial to my staying in this industry and I can't thank you enough!CrossMar was a pioneer in launching the first hosted reconciliation tool, CARS, in 1998. In this innovative environment, I had the opportunity to serve as a project manager and implementation specialist, roles that significantly enhanced my professional growth and expertise.