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C Todd Porter

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C Todd Porter

Branch Manager | Fidelity Investments

Texas, Cypress, United States

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C Todd Porter

Summary

C Todd Porter is a seasoned financial consultant with over a decade of experience at Fidelity Investments, where he currently serves as Vice President. His career spans various roles in financial services, including a significant tenure as a Financial Advisor at Merrill Lynch and as an Agency Owner at Allstate. With a B.S. in Business Administration and specialized training in Certified Financial Planner Education from Rice University, he combines academic knowledge with practical expertise in securities and financial planning. Todd's leadership experience is evident in his C-level role, showcasing his ability to drive financial strategies and foster client relationships. He is known for his adaptability in a dynamic financial landscape, and his commitment to ongoing professional development sets him apart in his field. Outside of work, Todd is likely to engage in activities that promote financial literacy and community involvement, reflecting his dedication to not just personal success but also the empowerment of others in financial matters.

General

Specialist

Technical Background

Leadership Experience

Long-Term Tenure

Professional interests

Leadership Development

Emerging Technologies

Organisational experience

Corporate Experience

C Todd Porter

Work Experience

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Branch Manager at

Whirlpool Corporation

January 1990 - January 1998

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Agency Owner / Personal Financial Representative at

Allstate

December 1998 - June 2007

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Financial Advisor at

Merrill Lynch

October 2007 - December 2008

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Wealth Advisor at

Knight Wealth Management

February 2009 - June 2010

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Vice President Financial Consultant at

Fidelity Investments

October 2010 - Present

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C Todd Porter

Education

Rice University, Continuing Education Studies, Certified Financial Planner Education

January 2004 - January 2004

Strome College of Business, B.S. Business Administration, Business Management

January 1983 - January 1987

Frequently Asked Questions about C Todd Porter

What company does C Todd Porter work for?

C Todd Porter is a Branch Manager at Fidelity Investments.

Where C Todd Porter graduated from?

C Todd Porter holds a degree in null from Rice University.

Who is C Todd Porter?

C Todd Porter is a seasoned financial consultant with over a decade of experience at Fidelity Investments, where he currently serves as Vice President. His career spans various roles in financial services, including a significant tenure as a Financial Advisor at Merrill Lynch and as an Agency Owner at Allstate. With a B.S. in Business Administration and specialized training in Certified Financial Planner Education from Rice University, he combines academic knowledge with practical expertise in securities and financial planning. Todd's leadership experience is evident in his C-level role, showcasing his ability to drive financial strategies and foster client relationships. He is known for his adaptability in a dynamic financial landscape, and his commitment to ongoing professional development sets him apart in his field. Outside of work, Todd is likely to engage in activities that promote financial literacy and community involvement, reflecting his dedication to not just personal success but also the empowerment of others in financial matters.

C`s contact details

Colleagues

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Hari Sirivella

Team Lead & Onsite Coordinator.

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Haridas Datta

System Analyst

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Harmeet Singh

Sr Software Engg

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Harriet Haake Hall

Retirement Plan Implementation Coordinator

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Harry Facher

Asst. Vice President, Client Representive

Harry Short

VP Fixed Income Sales

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Harry Rosenbaum

Architectural and Exhibition Designer

Haska Heidi

VP Finance

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Heather Armstrong

Benefits Analyst

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