Todd Wichmann Email & Phone Number | I am a results-oriented leader with a demonstrated ability to strategically lead and deliver on process, service, and risk excellence. I believe everyone is unique in their ability to contribute to that excellence and that each member of the team deserves a voice in the process. I have successfully led teams and built meaningful relationships across front, middle & back-office operations with a regional & global presence. I have headed up several initiatives to move business unit processes, people, and technology across multiple sites. I have extensive experience managing change and executing on operational, fiscal, and strategic goals across a global footprint. Additionally, I have initiated and drove modernization in operational functions utilizing process enhancements and digital solutions. My teams have consistently exhibited a strong risk and quality control environment. All of this has been accomplished by aligning a singular vision to many voices and competing priorities. MY PASSIONS ⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺ ❶ Pursuing process and service excellence from first client contact to loyal advocate that fuels a competitive advantage. ❷ Understanding how best to leverage scalable operational processes without losing the human element nor the personal touch of an authentic team environment. ❸ Asking thought-provoking questions that elicit new perspectives. ❹ Building great internal and external relationships at all levels of the enterprise SPECIALTIES ⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺��⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺ ◾ Brokerage Operations Senior Leader ◾ Relationship Manager ◾ Mentor/Coach ◾ Client Service Centric ◾ Process Excellence KEY SKILLS ⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺ ◾ Strategic Thinker ◾ Risk Management ◾ Leadership Development ◾ Organizational Development ◾ Change Management ◾ Problem Solver ◾ Cost Savings ◾ Multi-Functional Group Leader ◾ Team Builder ◾ Emotional Intelligence LICENSING/CERTIFICATIONS ⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺ ➤ FINRA Licensed (Series 7, 9, 10 & 63) DIVERSITY OF EXPERTISE ⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺ Account Transfers, Currency Fx, International Processing, Call Center, IRA Operations, Corporate Actions, Interest & Dividend Income processing, Settlements, Cash Management, New Accounts, Supervision, Vendor Management, Thomsen BETA Books & Records Platform StrengthsFinder: Achiever, Focus, Learner, Individualization, Relator

Todd Wichmann

I am a results-oriented leader with a demonstrated ability to strategically lead and deliver on proc...
St Petersburg, Florida, United States

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Todd Wichmann’s Email todd.wichmann@raymondjames.com

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Todd Wichmann’s Location St Petersburg, Florida, United States

Todd Wichmann’s Current Industry Raymond James

Todd Wichmann’s Prior Industry Wells Fargo Advisors | Wells Fargo Investments

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Work Experience

Raymond James

Vice President - Account Transfers & Mass Account Transfers

2021-11-01T00:00:00.000Z - Present

Wells Fargo Advisors

Vice President - Account Transfers Manager

2019-08-01T00:00:00.000Z - 2021-07-01T00:00:00.000Z

Wells Fargo Investments

Operations Manager - Reorganization

2008-01-01T00:00:00.000Z - 2010-06-01T00:00:00.000Z

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FAQ About Todd Wichmann

Todd Wichmann is located at
St Petersburg, Florida, United States

Todd Wichmann is a I am a results-oriented leader with a demonstrated ability to strategically lead and deliver on process, service, and risk excellence. I believe everyone is unique in their ability to contribute to that excellence and that each member of the team deserves a voice in the process. I have successfully led teams and built meaningful relationships across front, middle & back-office operations with a regional & global presence. I have headed up several initiatives to move business unit processes, people, and technology across multiple sites. I have extensive experience managing change and executing on operational, fiscal, and strategic goals across a global footprint. Additionally, I have initiated and drove modernization in operational functions utilizing process enhancements and digital solutions. My teams have consistently exhibited a strong risk and quality control environment. All of this has been accomplished by aligning a singular vision to many voices and competing priorities. MY PASSIONS ⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺ ❶ Pursuing process and service excellence from first client contact to loyal advocate that fuels a competitive advantage. ❷ Understanding how best to leverage scalable operational processes without losing the human element nor the personal touch of an authentic team environment. ❸ Asking thought-provoking questions that elicit new perspectives. ❹ Building great internal and external relationships at all levels of the enterprise SPECIALTIES ⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺��⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺ ◾ Brokerage Operations Senior Leader ◾ Relationship Manager ◾ Mentor/Coach ◾ Client Service Centric ◾ Process Excellence KEY SKILLS ⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺ ◾ Strategic Thinker ◾ Risk Management ◾ Leadership Development ◾ Organizational Development ◾ Change Management ◾ Problem Solver ◾ Cost Savings ◾ Multi-Functional Group Leader ◾ Team Builder ◾ Emotional Intelligence LICENSING/CERTIFICATIONS ⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺ ➤ FINRA Licensed (Series 7, 9, 10 & 63) DIVERSITY OF EXPERTISE ⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺ Account Transfers, Currency Fx, International Processing, Call Center, IRA Operations, Corporate Actions, Interest & Dividend Income processing, Settlements, Cash Management, New Accounts, Supervision, Vendor Management, Thomsen BETA Books & Records Platform StrengthsFinder: Achiever, Focus, Learner, Individualization, Relator