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Todd Pack, Mba, Lacp is listed as Founder and CEO at Break Through Advisers at Break Through Advisers, based in Irvine, California, United States. AeroLeads shows a work email signal at ymail.com, phone signal with area code 586, and a matched LinkedIn profile for Todd Pack, Mba, Lacp.
Todd Pack, Mba, Lacp previously worked as Founder and CEO at Break Through Advisers and SVP Operations at United Capital Financial Advisers. Todd Pack, Mba, Lacp holds Mba, Finance from Walsh College.
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AeroLeads found 1 current-domain work email signal for Todd Pack, Mba, Lacp. Compare company email patterns before reaching out.
Specialties: Alternative investment due diligence, broker dealer and investment adviser compliance, expert witness, professional speaker, mergers and acquisitions, practice management, adviser coaching and investment research.
Listed skills include Mergers, Practice Management, Expert Witness, Investments, and 25 others.
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Our team works with small business owners to enable them to maximize operational leverage, improve overall financials while achieving a balanced life.Through our comprehensive list of services, we deliver value to a wide variety of clients. Our services include developing and implementing growth initiatives and risk mitigation.Growth Initiatives:BTA can.
Todd Pack is responsible for the continuing revenue operations of existing offices and the assessment and due diligence of potential acquisitions. This role includes conducting opportunity audits and due diligence reviews for the purpose of acquiring financial advisory firms. He is also actively involved in forecasting, budgeting, cultural fit and risk.
My business specialized in converting commission-based practices into fee based businesses. This approach was accomplished by providing coaching, business management and complex case design for individual clients. We were able to not only increase the revenues of the firms we worked with but equally important we were able to dramatically improve the value.
Provided educational services to Financial Advisers across the United States. In addition to filling the role of COO, was responsible for training advisers and their staff on Practice Management, Investments, Compliance and Business Management. This role required extensive travel and public speaking. Our audiences ranged from 20 to over 250.
Responsible for the operations for an American Express Financial Advisers practice (now Ameriprise). While overseeing operations I was responsible for establishing marketing initiatives, forecasting, maintaining compliance and overseeing investment solutions.
Professor of Investments FIN 403. Helped to provide practical investment knowledge to students. While the course was designed to be very difficult I received some of the highest faculty evaluations compared to my peer group.
Mr. Pack served in the United States Marine Corp where he specialized in counter terrorism and security. During his time, Mr. Pack was promoted meritoriously twice (2) achieving the rank of Corporal in two years, awarded Marine of the Month, Marine of the Quarter and spent significant time in specialized training schools including Marine Security Force.
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Todd Pack, Mba, Lacp works for Break Through Advisers.
Todd Pack, Mba, Lacp is listed as Founder and CEO at Break Through Advisers at Break Through Advisers.
AeroLeads has found 1 work email signal at @ymail.com for Todd Pack, Mba, Lacp at Break Through Advisers.
AeroLeads has found 6 phone signal(s) with area code 586 for Todd Pack, Mba, Lacp at Break Through Advisers.
Todd Pack, Mba, Lacp is based in Irvine, California, United States while working with Break Through Advisers.
Todd Pack, Mba, Lacp has worked for Break Through Advisers, United Capital Financial Advisers, Virtual Management Solutions, Llc, Business Resource Center, Llc, and Bommarito & Associates (Aefa - Ameriprise).
You can use AeroLeads to view verified contact signals for Todd Pack, Mba, Lacp at Break Through Advisers, including work email, phone, and LinkedIn data when available.
Todd Pack, Mba, Lacp holds Mba, Finance from Walsh College.
Todd Pack, Mba, Lacp is listed with skills including Mergers, Practice Management, Expert Witness, Investments, Compliance, Due Diligence, Coaching, and Research.
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