Todd Gray
About Todd Gray
Todd Gray serves as the Director of Operations at First Western Trust in Denver, Colorado, a position he has held since 2022. He has extensive experience in operations and technology across various financial institutions, including Morgan Stanley, Charles Schwab, and JP Morgan Chase.
Work at First Western Trust
Todd Gray has served as the Director of Operations at First Western Trust since 2022. In this role, he is responsible for overseeing operational processes and ensuring efficiency within the organization. His position is based in Denver, Colorado, where he has contributed to the company's operational strategies for two years.
Previous Experience in Financial Services
Todd Gray has extensive experience in the financial services industry. He worked at Morgan Stanley as a Senior Manager in Operations & Technology from 1997 to 2001, gaining experience in major financial hubs including New York, Tokyo, and London. He also held the position of Managing Director of Global Risk and Controls at Charles Schwab from 2013 to 2017 in Denver, Colorado. Prior to his current role, he was involved in fintech operations and compliance at Truss Capital Services from 2017 to 2022.
Education and Expertise
Todd Gray holds an M.B.A. and M.I.M. in International Finance from Thunderbird School of Global Management. He also earned a BA in Applied Anthropology from Eckerd College. His educational background supports his expertise in operations, compliance, and risk management within the financial sector.
Operational Risk Management Experience
Todd Gray has a strong background in operational risk management. He served as Vice President and Head of Operational Risk at JP Morgan Chase from 2001 to 2004 in Tokyo, Japan. His role involved policy development to ensure compliance with industry standards and regulatory requirements, as well as engaging in regulatory discussions to enhance compliance solutions.
Key Contributions to Compliance and Innovation
Throughout his career, Todd Gray has played a significant role in compliance and operational efficiency. He developed and implemented a comprehensive Anti-Money Laundering (AML) program and contributed to the innovation of new products aimed at improving private banking solutions. His experience includes selecting and managing vendor relationships to optimize operational processes.