Singletrack, the London-based capital markets CRM and research distribution solution specialists, are pleased to announce the appointment of Todd Klein to head the company’s operations in the US.

Todd Klein

Mr. Klein, who will be based in New York, was formerly Associate Director of Research and Product Manager at Maxim Group, a leading full-service investment banking, securities and wealth management firm headquartered in New York. Prior to Maxim, he held similar roles at Canaccord Genuity, Collins Stewart and FTN Equity.

Stuart Berwick, CEO of Singletrack, commented: “We are delighted to announce the appointment of Todd Klein, which reflects our commitment to build Singletrack’s presence in the US. The nature of banks and brokers’ relationships with their asset management and corporate clients have been in a state of flux since 2008, and our flexible and innovative Singletrack Edge product is being adopted by firms on four continents as they move to secure competitive edge in the new business climate.

Todd’s extensive sell-side business experience makes him well qualified to lead our push into the US market, where we can help institutional brokers and investment banks leverage considerably more value from their customer data and assets.”

Commenting on his appointment, Todd said: “CRM systems generally have lagged behind the requirements of firms working to stay ahead in this increasingly challenging environment. So I was impressed to find a product designed from the ground up for the new, highly competitive market we’re all facing today. With its ease of use, breadth of functionality and sophisticated analytics, I think Singletrack Edge has the potential to help US firms gain a competitive advantage by building upon their individual strengths and transforming the productivity and profitability of their client relationships.”  

Headquartered in London and with operations in New York and Dubai, Singletrack operates exclusively in sell-side capital markets. Singletrack develops and supplies advanced cloud-based CRM, client engagement and research distribution solutions to investment banks, institutional brokers and independent research providers.

For further information:

Todd Klein, Head of US Operations, Singletrack

T: (212) 729-3910, (646) 893-7632

E: todd.klein@singletrack.com