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Todd Sakoda
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Professional Background
Todd Sakoda is a seasoned financial professional with a wealth of experience spanning multiple disciplines within the financial services sector. His career is characterized by a robust portfolio that highlights his expertise in compliance, operations, relationship management, business development, and exceptional client service. Todd has adeptly navigated various arenas, including financial planning, sub-advisory services, institutional partnerships, broker-dealer operations, and bank investment programs.
Throughout his career, Todd has continually showcased his ability to cultivate and enhance client relationships, ensuring that service quality meets the high standards expected in today’s competitive financial landscape. His remarkable versatility across numerous unit functions has positioned him as a key contributor in every organization he has been part of, making him a valuable asset in any team.
Education and Achievements
Todd holds an MBA in Global Management from the University of Hawaii at Manoa, where he focused on Japan, highlighting his understanding of cross-cultural business dynamics in financial services. This international education equips him with a unique perspective, allowing him to efficiently manage relationships across diverse markets and clientele.
Prior to his MBA, Todd completed his BA in Economics with a concentration in Accounting from Claremont McKenna College. This solid foundation in economics and accounting amplifies his analytical capabilities, providing him with the tools needed to navigate complex financial scenarios and regulatory landscapes successfully.
Career Development
Throughout his career, Todd has held various pivotal roles in leading financial organizations. His journey began at Bancwest Corporation (Bank of the West), where he served as a Financial Services Officer, Compliance Officer, and Operations Manager. His diverse responsibilities at Bancwest equipped him with an in-depth understanding of banking operations, compliance protocols, and the integral relationship between financial advisement and service execution.
Following his tenure at Bancwest, Todd joined Pearson Financial Group / Pearson Marketing Group, LLC, where he served in multiple capacities, including Interim Bank Program Manager, Compliance Consultant, and Compliance Officer. His multifaceted role managed to streamline operations while ensuring compliance adherence across financial practices, showcasing his ability to juggle responsibilities without compromising service quality.
Todd's significant contributions at FocusPoint Solutions are particularly noteworthy. He served as the Chief Compliance Officer and then transitioned to become the Chief Operating Officer and Director of Advisor Development. In these leadership roles, Todd was instrumental in defining compliance protocols and operational strategies that enhanced advisor productivity and service efficiency. He exemplified strong leadership while fostering a culture of compliance and integrity within the organization.
Most recently, Todd has extended his expertise as a Compliance Consultant at The Consortium, where he continues to provide tailored compliance solutions designed to help financial firms navigate the increasingly complex regulatory environment. His ability to communicate effectively and build relationships is undeniably a cornerstone of his success, and he actively seeks to empower others within the financial services industry to achieve sustainability and compliance excellence.
Achievements
Throughout his career, Todd Sakoda’s commitment to compliance, operational excellence, and effective relationship management has led to numerous accolades and achievements. His tenure at FocusPoint Solutions is marked by meaningful advances in operational efficiencies that have led to increased productivity and improved compliance metrics. By implementing innovative strategies and methodologies for advisor development, he has helped shape high-performing teams that consistently surpass goals.
In addition to his professional accomplishments, Todd is also dedicated to lifelong learning and advocacy within the financial sector. His background in compliance has enabled him to contribute to best practices in the industry, fostering an environment that welcomes transparency and ethical conduct. Todd’s experience, combined with his dedication to continuing education, positions him as a thought leader in financial compliance and operations.
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