Todd Morgan

Energizer
DISC Type : I

Strategic Advisor at Self-employed

Whitefish, Montana, United States

Overview

A growth-focused fintech and payments leader with over 20 years of experience, Todd Morgan excels in delivering significant revenue results and building partner ecosystems. His expertise spans global B2B payments, FX, and treasury technology, with previous director-level roles at Corpay and TransferMate focused on cross-border solutions.

Personality Overview

Informal

Big Picture Person

Relationship Oriented

They are naturally enthusiastic, so take their promise with a pinch of salt.  Unlike C or D types, they are vocal with their opinions but not so much with their questions. They excel at seeing the bigger picture, and the long-term impact of their decisions.

Topics They Care About

Global B2B Payments
He has extensive experience leading cross-border payment divisions at major fintech companies like Corpay and TransferMate, focusing on revenue growth and channel expansion.
Treasury & Payments Integration
He has spoken on the need to bridge working capital and treasury management with payment processing to better handle challenges like foreign exchange.
Fintech Partner Ecosystems
A core part of his professional focus is building and scaling partner ecosystems to accelerate revenue in high-complexity environments.

Media Appearances

Todd has no verified media appearances

Work History

12-2025
Strategic Advisor at Self-employed
12-2023 - 11-2025
Director, Cross-Border at Corpay
1-2022 - 11-2023
Director, Cross-Border at TransferMate Global Payments
10-2017 - 10-2021
Director, Transportation at U.S. Bank
10-2016 - 9-2017
Consultant, Financial Supply Chain and Treasury Consulting at RGP

Education

Todd has no verified education history

More Information

Social Presence :

Prographics :

Exp : 8 Location : Whitefish, Montana, United States Job Level : N/A Designation : Strategic Advisor at Self-employed
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Insights For Selling To Todd

During A Call Or A Meeting

DO's

  • Be friendly and entertaining in your conversation
  • Use phrases like ‘people will love’, ‘massive impact’ etc.
  • Use adjectives like ‘amazing’, ‘coolest’, ‘unbelievable’ etc.

DONT's

  • Avoid ifs and buts, don’t talk too much about the risks etc.
  • Avoid overloading them with too much detail
  • Don’t be excessively objective, be a storyteller

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Todd is

  • Relationship and trust can be vital with them, sometimes more than anything else.
  • Will you ever get a clear answer from Todd

  • They are unlikely to say no directly, you have to make that decision yourself.

Insights For Deal Planning

    How fast (or slow) will Todd move?

  • They are not the fastest decision makers, their friendly approach can give false positive signals.
  • Can Todd take some risk or not?

  • They may take certain risks that they deem unlikely of personal repercussions.

You And Todd

Personality Compatibility


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