Veteran Sales Executive Brings Significant Operations and Business Development Experience to Lead and Support Sales Team.
LAKE SUCCESS, N.Y., November 15, 2012 — Matrix Financial Solutions, a Broadridge Financial Solutions (NYSE:BR) company, today announced the appointment of Todd Vollmer to Head of Sales. In his new role, Todd will spearhead and support all sales channels, providing customizable services to financial institutions, third-party administrators (TPAs), insurance providers and registered investment advisors (RIAs) to help them achieve their individual business goals. A veteran sales executive, Vollmer has more than 15 years of operations and business development experience, and a proven track record of tactical customer activation and engagement, strategic acquisitions and robust revenue expansion.
“Todd has been an integral part of Matrix since its founding in 1997,” said John Moody, President, Matrix Financial Solutions. “His exceptional ability to manage customers, his stellar track record of consistently meeting and exceeding sales goals, and maintaining one the strongest sales pipelines in the company, are highly regarded. Under Todd’s leadership, we are well-positioned to continue building upon Broadridge’s presence in the financial services industry.”
“As part of the Broadridge family, we bring a holistic approach and unique industry perspective to our customers. And with a set of focused and aligned business strategies, the Matrix sales team will further help to drive and position Broadridge as the leading provider of mutual fund trade processing solutions. I’m looking forward to taking on this new role and working closely with John and the rest of the team to continue to drive growth opportunities,” said Mr. Vollmer.
With a strong background in customer relationship management, strategic product engagement and revenue expansion, Vollmer has served in several leadership roles within Matrix. Prior to his appointment as Head of Sales, he served as Vice President of Sales, managing Bank/Trust Company sales throughout the western United States and across multiple product lines offered through Matrix and its affiliates. Before that, he served as Business Development/Conversion Manager. During his tenure at Matrix, Vollmer has played a significant role in growing the Matrix business by successfully bringing in new customers and through strategic acquisitions.
Mr. Vollmer received a B.S. in Finance from the Monfort School of Business at the University of Northern Colorado, where he was a recipient of the Malcolm Baldridge Award. He also holds FINRA Series 7 and 24 licenses.
About Matrix Financial Solutions
Matrix Financial Solutions, now part of Broadridge Financial Solutions, Inc., is a leading provider of TrueOpen™ retirement products and services for third party administrators, financial advisors, banks and other financial professionals. Matrix serves more than 400 financial institutions with over $300 billion in customer assets processed through its trading platform. For more information about Matrix, please visit matrix.broadridge.com.
Broadridge Financial Solutions, Inc. (NYSE:BR) is the leading provider of investor communications and technology-driven solutions for broker-dealers, banks, mutual funds and other corporations. Broadridge’s investor and customer communications, securities processing and managed services solutions help clients reduce their capital investments in operations infrastructure, allowing them to increase their focus on core business activities. With over 50 years of experience, Broadridge's infrastructure underpins proxy voting services for over 90% of public companies and mutual funds in North America and processes on average $5 trillion in equity and fixed income trades per day. Broadridge employs approximately 10,000 associates in 16 countries.
For more information about Broadridge, please visit www.broadridge.com.
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