In this role, Vollmer will spearhead and support all sales channels, providing customizable services to financial institutions, third-party administrators (TPAs), insurance providers and registered investment advisors (RIAs).
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.
With a strong background in customer relationship management, strategic product engagement and revenue expansion, Vollmer has served in several leadership roles within Matrix. Before his current position, he served as vice president of sales, managing bank/trust company sales throughout the western U.S. 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 customers and through strategic acquisitions.
“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.”
Vollmer holds a bachelor’s degree 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 holds FINRA Series 7 and 24 licenses.