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Todd Peters
Vice President - Marketing at TIAA
Professional Background
With a prolific career spanning over two decades, Todd Peters has firmly established himself as a thought leader in the financial services domain. He currently holds the esteemed position of Vice President at TIAA, where he leverages his extensive expertise in marketing and product management to foster growth and innovation within the organization. Todd's journey in the financial sector began after he completed his Bachelor of Business Administration in Marketing at the University of Louisiana at Monroe, a strong academic foundation that has propelled him into various influential roles throughout his career.
Prior to his current role, Todd served as Senior Director of Institutional Sales and Offer Marketing at TIAA, a position that honed his skills in devising sophisticated marketing strategies and leading sales initiatives that cater to institutional clients. His ability to connect with diverse stakeholders and understand their unique needs has significantly contributed to TIAA’s success in meeting and exceeding client expectations.
Education and Achievements
At the University of Louisiana at Monroe, Todd Peters developed a well-rounded knowledge of marketing principles that have proven invaluable in his career. The rigorous education provided him with both theoretical knowledge and practical skills in marketing, analysis, and consumer behavior. This educational background laid the groundwork for his subsequent roles in some of the most reputable financial institutions in the country.
Todd's earlier roles include various leadership positions at Fidelity Investments, where he started his journey as a Participant Services professional. He quickly advanced through several key positions, including Senior Relationship Manager and Senior Product & Service Development Manager. These experiences not only equipped Todd with in-depth product knowledge but also provided him with a unique insight into customer relationship management. His tenure at Fidelity Investments was marked by a commitment to excellence and a customer-centric approach, which he carried forward into his subsequent endeavors.
Notable Skills and Expertise
Todd Peters possesses a diverse skill set that encompasses various aspects of marketing, product development, and relationship management. His experience at Fidelity Investments allowed him to understand the intricacies of product management, particularly in the challenging environment of financial investment products. As he transitioned to TIAA, Todd brought with him a wealth of experience and knowledge, contributing towards the innovation and development of marketing strategies that resonate with institutional clients. Todd has made significant contributions to TIAA and the financial services industry by being at the forefront of institutional sales strategies and product offerings, enhancing the overall service quality provided to clients.
Achievements
Throughout his career, Todd has been instrumental in formulating strategies that have resulted in substantial growth in product adoption and client retention. His work not only reflects a robust understanding of market dynamics but also an ability to foresee trends and adapt to changing needs in the financial services sector. The roles he has undertaken, especially at TIAA and Fidelity Investments, showcase his proactive approach to leadership and his unwavering commitment to service excellence.
In summary, Todd Peters stands out as a seasoned professional whose extensive background in marketing and product management within the financial services sector has set the benchmark for success. His leadership roles and experience with prestigious organizations reflect his dedication to meeting complex client needs and driving organizational growth. Todd's career trajectory showcases a remarkable blend of education, experience, and the drive for innovation that has made him a leading figure in his field.
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Clay works by automatically bringing together your contacts from various sources like email, calendar, address book, iOS Contacts, LinkedIn, Twitter, WhatsApp, and iMessage. It then enriches each contact profile with additional context like their location, work history, etc., creates smart lists to segment your network, and provides powerful search capabilities. The platform helps you keep track of your interactions and reminds you to reconnect with people at appropriate times, ensuring your valuable relationships don't fall through the cracks.
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Clay offers many advantages over other personal CRMs. Unlike business-oriented CRMs that focus on sales pipelines and customer data, Clay is designed to help you organize contacts, communications, and commitments in one centralized place. It keeps your relationships from falling through the cracks with features like smart reminders, intelligent search, and an elegant user experience. Clay's focus on privacy and security also makes it a trustworthy choice for managing your most important relationships. Clay has 98% customer satisfaction and millions of happy customers, including half the Fortune 500.
Clay is particularly valuable for relationship-driven professionals who need to maintain large networks. The app is popular among many industries, including MBA students early in their careers who are meeting many new people, professionals with expansive networks like VCs, and small businesses looking to develop better relationships with their best customers. Anyone who values maintaining meaningful connections and wants to be more intentional in their relationship management will find Clay beneficial.
Clay offers competitive pricing in the personal CRM market. Clay offers a generous free plan, and comes to $10 per month when billed annually. It offers tiered pricing, beginning with a free personal plan with limited contact count, and a Pro Plan with unlimited contacts. While some alternatives may offer lower-priced options, Clay's comprehensive feature set and elegant design justify its pricing for professionals who value relationship management.
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