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Todd Lacey
Todd Lacey
Board Member | July Business Services
United States
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.
Todd Lacey
Work Experience
Board Member at
July Business Services
March 2023 - Present
Chief Revenue Officer/Board Member at
Stadion Money Management
September 2020 - Present
Chief Business Development Officer at
Stadion Money Management
January 2017 - September 2020
Executive Vice President, Investments & Retirement Strategy & Corporate Development at
Transamerica
July 2015 - December 2016
Executive Vice President, Business Development-Retirement at
Transamerica
August 2012 - July 2015
Vice President & Director, National Distribution, Business Development Group at
Transamerica
January 2011 - August 2012
Founder & President at
The Larity Group
January 2007 - April 2011
Director of Retirement Plan Consulting/Chief Operating Officer at
Broad Street Capital Advisors
May 2004 - December 2006
Regional Director - Retirement Plan Sales at
Transamerica
January 1998 - January 2004
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
*****@smartretire.com
******@stadionmoney.com
****@theklaritygroup.com
**********@transamerica.com
Colleagues
Vice President Information Technology
Chief Operating Officer
Chief Technology Officer
Vice President of Plan Compliance
Chairman
President and CEO