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Todd Lacey

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Todd Lacey

Board Member | July Business Services

United States

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Todd Lacey

Summary

Todd Lacey is an accomplished Chief Revenue Officer with extensive experience in the monetary authorities and financial services sectors. He has a strong background in retirement planning, having held senior leadership roles at notable firms like Transamerica and Stadion Money Management. Todd is recognized for his strategic thinking and ability to drive revenue growth, as evidenced by his role in overseeing business development and marketing initiatives. He has a proven track record of building effective partnerships and enhancing product offerings within the retirement space. Additionally, Todd is a founding member of an independent consulting firm that provides advisory services to retirement plan sponsors. His commitment to excellence has earned him recognition as a finalist for the PLANSPONSOR Retirement Plan Adviser Team of the Year Award. With a Bachelor of Science in Psychology from Miami University, he combines analytical skills with a deep understanding of client needs. Todd's leadership experience and innovative approach position him as a valuable asset in any organization seeking to enhance its revenue strategies.

General

Specialist

Leadership Experience

Long-Term Tenure

Professional interests

Industry-specific interests

Leadership Development

Organisational experience

Corporate Experience

Todd Lacey

Work Experience

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Board Member at

July Business Services

March 2023 - Present

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Chief Revenue Officer/Board Member at

Stadion Money Management

September 2020 - Present

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Chief Business Development Officer at

Stadion Money Management

January 2017 - September 2020

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Executive Vice President, Investments & Retirement Strategy & Corporate Development at

Transamerica

July 2015 - December 2016

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Executive Vice President, Business Development-Retirement at

Transamerica

August 2012 - July 2015

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Vice President & Director, National Distribution, Business Development Group at

Transamerica

January 2011 - August 2012

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Founder & President at

The Larity Group

January 2007 - April 2011

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Director of Retirement Plan Consulting/Chief Operating Officer at

Broad Street Capital Advisors

May 2004 - December 2006

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Regional Director - Retirement Plan Sales at

Transamerica

January 1998 - January 2004

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Todd Lacey

Education

Miami University, Bachelor Of Science (Bs)

January 1994 - January 1998

Frequently Asked Questions about Todd Lacey

What is Todd Lacey email address?

Todd Lacey's primary email address is *****@smartretire.com. To view the full verified email and additional contact details, sign up for free with Muraena.

What company does Todd Lacey work for?

Todd Lacey is a Board Member at July Business Services, a company specializing in Monetary Authorities-Central Bank.

Where Todd Lacey graduated from?

Todd Lacey holds a degree in Psychology from Miami University.

How can I directly contact Todd Lacey?

To contact Todd Lacey directly, you can use the email address *****@smartretire.com. Complete contact information is available upon registration with Muraena.

Who is Todd Lacey?

Todd Lacey is an accomplished Chief Revenue Officer with extensive experience in the monetary authorities and financial services sectors. He has a strong background in retirement planning, having held senior leadership roles at notable firms like Transamerica and Stadion Money Management. Todd is recognized for his strategic thinking and ability to drive revenue growth, as evidenced by his role in overseeing business development and marketing initiatives. He has a proven track record of building effective partnerships and enhancing product offerings within the retirement space. Additionally, Todd is a founding member of an independent consulting firm that provides advisory services to retirement plan sponsors. His commitment to excellence has earned him recognition as a finalist for the PLANSPONSOR Retirement Plan Adviser Team of the Year Award. With a Bachelor of Science in Psychology from Miami University, he combines analytical skills with a deep understanding of client needs. Todd's leadership experience and innovative approach position him as a valuable asset in any organization seeking to enhance its revenue strategies.

Todd`s contact details

mail

*****@smartretire.com

******@stadionmoney.com

****@theklaritygroup.com

**********@transamerica.com

Colleagues

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Greg Snyder

Vice President Information Technology

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Blake Willis

Chief Operating Officer

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John Steinmeyer

Chief Technology Officer

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Erpa Heather Stewart Qpa

Vice President of Plan Compliance

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Jim Hudson

Chairman

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John Humphrey

President and CEO

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